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 | $74,252 | $209,411-64.5% | $178,490-58.4% | $158,922-53.3% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 10.98% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,104 | $5,706-63.1% | $5,011-58.0% | $4,761-55.8% |
| Participant deferral / active EE | $1,871 | $5,954-68.6% | $5,202-64.0% | $5,982-68.7% |
| Admin fee / account holder | $2,804 | $17,074-83.6% | $13,984-79.9% | $11,246-75.1% |