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 | $75,618 | $54,701+38.2% | $86,188-12.3% | $71,457+5.8% |
| Participation rate | 21.7% | 60.1%-38.4pp | 69.0%-47.3pp | 67.9%-46.2pp |
| Annual return | 15.37% | 20.06%-4.7pp | 1168.45%-1153.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $378 | $1,265-70.2% | $2,380-84.1% | $2,588-85.4% |
| Participant deferral / active EE | $1,134 | $3,108-63.5% | $3,985-71.5% | $4,289-73.6% |
| Admin fee / account holder | $11,352 | $1,922+490.8% | $6,852+65.7% | $1,587+615.2% |