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 | $135,688 | $102,317+32.6% | $146,958-7.7% | $80,856+67.8% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,346 | $3,713-63.8% | $4,933-72.7% | $2,755-51.1% |
| Participant deferral / active EE | $2,547 | $6,644-61.7% | $8,070-68.4% | $4,296-40.7% |
| Admin fee / account holder | $1,044 | $7,941-86.9% | $12,998-92.0% | $6,918-84.9% |