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 | $82,865 | $63,745+30.0% | $98,442-15.8% | $79,386+4.4% |
| Participation rate | 3.4% | 69.9%-66.5pp | 73.3%-70.0pp | 70.7%-67.3pp |
| Annual return | 14.40% | 625.80%-611.4pp | 1492.73%-1478.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $221 | $3,303-93.3% | $4,276-94.8% | $4,046-94.5% |
| Admin fee / account holder | $1,478 | $516+186.7% | $5,949-75.2% | $626+136.0% |