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 9-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 | $119,041 | $91,190+30.5% | $178,490-33.3% | $79,858+49.1% |
| Participation rate | 9.4% | 69.2%-59.8pp | 81.9%-72.5pp | 69.6%-60.2pp |
| Annual return | 115.47% | 24.19%+91.3pp | 151.07%-35.6pp | 31.71%+83.8pp |
| Employer contribution / active EE | $471 | $3,256-85.5% | $5,011-90.6% | $2,471-80.9% |
| Participant deferral / active EE | $693 | $3,236-78.6% | $5,202-86.7% | $3,740-81.5% |
| Admin fee / account holder | $790 | $6,751-88.3% | $13,984-94.3% | $5,306-85.1% |