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 | $165,047 | $109,327+51.0% | $89,391+84.6% | $158,922+3.9% |
| Participation rate | 35.7% | 74.3%-38.5pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 13.34% | 345.68%-332.3pp | 245.62%-232.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,754 | $3,170-44.7% | $2,586-32.2% | $4,761-63.2% |
| Participant deferral / active EE | $351 | $4,598-92.4% | $3,890-91.0% | $5,982-94.1% |
| Admin fee / account holder | $1,812 | $6,153-70.6% | $4,881-62.9% | $11,246-83.9% |