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 | $23,281 | $84,696-72.5% | $75,696-69.2% | $167,490-86.1% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.8%-10.1pp | 82.1%-17.4pp |
| Annual return | 13.51% | 199.36%-185.9pp | 104.53%-91.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $790 | $3,230-75.5% | $2,743-71.2% | $4,837-83.7% |
| Participant deferral / active EE | $797 | $4,580-82.6% | $3,821-79.1% | $6,341-87.4% |
| Admin fee / account holder | $413 | $5,355-92.3% | $3,619-88.6% | $12,309-96.6% |