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 8-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 | $193,859 | $127,065+52.6% | $113,168+71.3% | $142,382+36.2% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 487.25% | 24.03%+463.2pp | 24.27%+463.0pp | 217.08%+270.2pp |
| Employer contribution / active EE | $1,191 | $3,442-65.4% | $2,975-60.0% | $4,299-72.3% |
| Participant deferral / active EE | $1,576 | $5,716-72.4% | $5,107-69.1% | $6,507-75.8% |
| Admin fee / account holder | $15,507 | $15,736-1.5% | $12,068+28.5% | $12,624+22.8% |