See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,877 | $107,334-31.2% | $92,893-20.5% | $152,861-51.7% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.4%-50.9pp |
| Annual return | 18.32% | 145.58%-127.3pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $427 | $4,845-91.2% | $4,236-89.9% | $5,850-92.7% |
| Admin fee / account holder | $1,984 | $7,079-72.0% | $5,794-65.8% | $11,596-82.9% |