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 | $106,343 | $91,538+16.2% | $129,995-18.2% | $75,163+41.5% |
| Participation rate | 38.6% | 71.4%-32.8pp | 78.5%-39.8pp | 67.2%-28.6pp |
| Annual return | 33.50% | -631.11%+664.6pp | -137.18%+170.7pp | 160.62%-127.1pp |
| Employer contribution / active EE | $873 | $2,845-69.3% | $4,320-79.8% | $2,670-67.3% |
| Participant deferral / active EE | $1,811 | $4,341-58.3% | $5,820-68.9% | $4,125-56.1% |
| Admin fee / account holder | $10,485 | $6,790+54.4% | $10,614-1.2% | $5,651+85.5% |