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 9-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 | $22,781 | $210,648-89.2% | $177,989-87.2% | $145,922-84.4% |
| Participation rate | 34.8% | 80.8%-46.0pp | 77.1%-42.3pp | 80.3%-45.5pp |
| Annual return | 12.25% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $774 | $4,565-83.0% | $3,949-80.4% | $4,660-83.4% |
| Participant deferral / active EE | $673 | $6,958-90.3% | $6,276-89.3% | $6,688-89.9% |
| Admin fee / account holder | $566 | $12,013-95.3% | $10,363-94.5% | $13,397-95.8% |