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 | $16,821 | $83,902-80.0% | $167,512-90.0% | $84,808-80.2% |
| Participation rate | 69.0% | 66.5%+2.5pp | 77.1%-8.1pp | 68.3%+0.7pp |
| Annual return | 16.08% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $669 | $2,264-70.4% | $3,882-82.8% | $2,631-74.6% |
| Participant deferral / active EE | $903 | $4,442-79.7% | $6,405-85.9% | $4,212-78.6% |
| Admin fee / account holder | $835 | $7,915-89.4% | $9,769-91.4% | $7,344-88.6% |