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 | $115,014 | $112,096+2.6% | $95,952+19.9% | $158,922-27.6% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 17.53% | 171.09%-153.6pp | 91.61%-74.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,834 | $3,198-11.4% | $2,541+11.5% | $4,761-40.5% |
| Participant deferral / active EE | $884 | $4,784-81.5% | $4,167-78.8% | $5,982-85.2% |
| Admin fee / account holder | $14,281 | $10,130+41.0% | $6,795+110.2% | $11,246+27.0% |