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 | $101,183 | $107,934-6.3% | $91,989+10.0% | $152,861-33.8% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.4%-57.4pp |
| Annual return | 22.28% | 89.24%-67.0pp | 69.02%-46.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $857 | $6,364-86.5% | $5,923-85.5% | $5,850-85.3% |
| Admin fee / account holder | $857 | $10,520-91.9% | $7,743-88.9% | $11,596-92.6% |