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 | $43,508 | $102,317-57.5% | $146,958-70.4% | $80,856-46.2% |
| Participation rate | 52.8% | 75.8%-23.0pp | 82.2%-29.3pp | 67.6%-14.8pp |
| Annual return | 34.41% | 134.76%-100.3pp | 418.34%-383.9pp | 35.59%-1.2pp |
| Employer contribution / active EE | $1,295 | $3,713-65.1% | $4,933-73.7% | $2,755-53.0% |
| Participant deferral / active EE | $1,919 | $6,644-71.1% | $8,070-76.2% | $4,296-55.3% |
| Admin fee / account holder | $4,914 | $7,941-38.1% | $12,998-62.2% | $6,918-29.0% |