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 | $138,936 | $85,766+62.0% | $136,294+1.9% | $70,131+98.1% |
| Participation rate | 7.7% | 74.2%-66.5pp | 81.9%-74.2pp | 69.5%-61.8pp |
| Annual return | 25.73% | 31.45%-5.7pp | 5155.94%-5130.2pp | 73.14%-47.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $63 | $5,051-98.8% | $6,247-99.0% | $3,332-98.1% |
| Admin fee / account holder | $635 | $5,420-88.3% | $9,243-93.1% | $4,645-86.3% |