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 | $91,299 | $106,890-14.6% | $84,015+8.7% | $152,861-40.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 13.19% | 104.99%-91.8pp | 71.31%-58.1pp | 345.32%-332.1pp |
| Employer contribution / active EE | $624 | $2,734-77.2% | $1,983-68.6% | $4,762-86.9% |
| Participant deferral / active EE | $624 | $4,011-84.5% | $3,239-80.7% | $5,850-89.3% |
| Admin fee / account holder | $27,671 | $8,285+234.0% | $6,101+353.6% | $11,596+138.6% |