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 | $33,375 | $202,318-83.5% | $172,739-80.7% | $152,861-78.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 17.11% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,464 | $5,856-75.0% | $5,143-71.5% | $4,762-69.3% |
| Participant deferral / active EE | $1,938 | $5,948-67.4% | $5,198-62.7% | $5,850-66.9% |
| Admin fee / account holder | $8,354 | $17,109-51.2% | $13,954-40.1% | $11,596-28.0% |