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 | $172,707 | $112,881+53.0% | $90,951+89.9% | $158,922+8.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 5.71% | 215.79%-210.1pp | 134.60%-128.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $520 | $2,893-82.0% | $2,122-75.5% | $4,761-89.1% |
| Participant deferral / active EE | $650 | $4,128-84.3% | $3,373-80.7% | $5,982-89.1% |
| Admin fee / account holder | $1,360 | $8,041-83.1% | $5,959-77.2% | $11,246-87.9% |