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 | $103,476 | $107,334-3.6% | $92,893+11.4% | $152,861-32.3% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 18.69% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $837 | $4,221-80.2% | $3,653-77.1% | $4,762-82.4% |
| Participant deferral / active EE | $938 | $4,845-80.6% | $4,236-77.9% | $5,850-84.0% |
| Admin fee / account holder | $915 | $7,079-87.1% | $5,794-84.2% | $11,596-92.1% |