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 | $122,294 | $172,478-29.1% | $145,661-16.0% | $142,382-14.1% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.2%-43.9pp | 80.1%-46.8pp |
| Annual return | 28.43% | 151.09%-122.7pp | 101.46%-73.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,230 | $4,899-74.9% | $4,238-71.0% | $4,299-71.4% |
| Participant deferral / active EE | $1,850 | $8,348-77.8% | $7,198-74.3% | $6,507-71.6% |
| Admin fee / account holder | $1,154 | $16,864-93.2% | $12,466-90.7% | $12,624-90.9% |