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 | $78,064 | $105,181-25.8% | $159,436-51.0% | $85,850-9.1% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.8%-52.8pp | 69.3%-39.3pp |
| Annual return | 15.77% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $935 | $3,318-71.8% | $4,829-80.6% | $2,565-63.5% |
| Participant deferral / active EE | $1,621 | $5,945-72.7% | $7,352-78.0% | $3,952-59.0% |
| Admin fee / account holder | $1,156 | $6,933-83.3% | $10,799-89.3% | $6,260-81.5% |