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 | $123,761 | $81,208+52.4% | $98,907+25.1% | $79,858+55.0% |
| Participation rate | 27.3% | 72.5%-45.2pp | 76.0%-48.8pp | 69.6%-42.4pp |
| Annual return | 23.64% | 60.99%-37.4pp | 196.43%-172.8pp | 31.71%-8.1pp |
| Employer contribution / active EE | $526 | $1,960-73.2% | $2,689-80.4% | $2,471-78.7% |
| Participant deferral / active EE | $762 | $3,265-76.6% | $4,244-82.0% | $3,740-79.6% |
| Admin fee / account holder | $629 | $6,013-89.5% | $6,642-90.5% | $5,306-88.1% |