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 | $98,438 | $91,190+7.9% | $178,490-44.8% | $79,858+23.3% |
| Participation rate | 8.6% | 69.2%-60.6pp | 81.9%-73.4pp | 69.6%-61.1pp |
| Annual return | 18.37% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $717 | $3,236-77.9% | $5,202-86.2% | $3,740-80.8% |
| Admin fee / account holder | $3,376 | $6,751-50.0% | $13,984-75.9% | $5,306-36.4% |