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 | $100,683 | $69,362+45.2% | $101,248-0.6% | $73,488+37.0% |
| Participation rate | 25.0% | 68.4%-43.4pp | 75.8%-50.8pp | 70.7%-45.7pp |
| Annual return | 90.98% | 18.46%+72.5pp | 46.47%+44.5pp | 28.51%+62.5pp |
| Employer contribution / active EE | $998 | $2,628-62.0% | $3,660-72.7% | $2,270-56.1% |
| Participant deferral / active EE | $525 | $3,300-84.1% | $4,370-88.0% | $3,740-86.0% |
| Admin fee / account holder | $4,433 | $704+530.1% | $5,945-25.4% | $513+764.1% |