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 | $24,102 | $58,927-59.1% | $76,817-68.6% | $72,985-67.0% |
| Participation rate | 62.1% | 67.3%-5.3pp | 72.1%-10.0pp | 69.5%-7.4pp |
| Annual return | 22.98% | 2305.64%-2282.7pp | 1166.11%-1143.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $409 | $1,787-77.1% | $2,302-82.2% | $2,440-83.2% |
| Participant deferral / active EE | $906 | $2,690-66.3% | $3,336-72.8% | $3,607-74.9% |
| Admin fee / account holder | $2,740 | $4,013-31.7% | $6,420-57.3% | $5,124-46.5% |