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 | $88,694 | $112,881-21.4% | $90,951-2.5% | $158,922-44.2% |
| Participation rate | 23.8% | 74.7%-50.9pp | 69.0%-45.2pp | 82.0%-58.1pp |
| Annual return | 31.89% | 215.79%-183.9pp | 134.60%-102.7pp | 302.83%-270.9pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $288 | $4,128-93.0% | $3,373-91.5% | $5,982-95.2% |
| Admin fee / account holder | $2,402 | $8,041-70.1% | $5,959-59.7% | $11,246-78.6% |