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 | $91,407 | $79,171+15.5% | $102,423-10.8% | $74,495+22.7% |
| Participation rate | 13.1% | 74.8%-61.7pp | 76.5%-63.4pp | 67.2%-54.1pp |
| Annual return | 11.38% | 54.93%-43.6pp | 29.32%-17.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $677 | $4,415-84.7% | $5,053-86.6% | $4,346-84.4% |
| Admin fee / account holder | $3,430 | $2,001+71.5% | $9,451-63.7% | $1,942+76.7% |