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 | $153,983 | $115,770+33.0% | $101,248+52.1% | $158,922-3.1% |
| Participation rate | 52.9% | 79.4%-26.4pp | 75.8%-22.9pp | 82.0%-29.0pp |
| Annual return | 12.30% | 56.14%-43.8pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,338 | $4,957-73.0% | $4,370-69.4% | $5,982-77.6% |
| Admin fee / account holder | $4,065 | $7,245-43.9% | $5,945-31.6% | $11,246-63.8% |