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 | $65,424 | $59,417+10.1% | $93,606-30.1% | $74,495-12.2% |
| Participation rate | 28.6% | 59.7%-31.1pp | 68.7%-40.1pp | 67.2%-38.6pp |
| Annual return | 11.04% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $445 | $1,264-64.8% | $2,420-81.6% | $2,623-83.0% |
| Participant deferral / active EE | $1,316 | $3,050-56.8% | $4,411-70.2% | $4,346-69.7% |
| Admin fee / account holder | $5,157 | $3,021+70.7% | $8,285-37.8% | $1,942+165.6% |