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 | $94,249 | $79,171+19.0% | $102,423-8.0% | $74,495+26.5% |
| Participation rate | 25.2% | 74.8%-49.6pp | 76.5%-51.3pp | 67.2%-42.0pp |
| Annual return | 15.77% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $988 | $4,415-77.6% | $5,053-80.4% | $4,346-77.3% |
| Admin fee / account holder | $12,533 | $2,001+526.5% | $9,451+32.6% | $1,942+545.5% |