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 | $38,299 | $150,440-74.5% | $136,294-71.9% | $147,584-74.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.25% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $989 | $5,256-81.2% | $4,695-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $1,846 | $6,630-72.2% | $6,247-70.4% | $5,439-66.1% |
| Admin fee / account holder | $3,373 | $10,905-69.1% | $9,243-63.5% | $10,885-69.0% |