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 8-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 | $214,624 | $83,477+157.1% | $125,175+71.5% | $72,985+194.1% |
| Participation rate | 32.1% | 73.3%-41.2pp | 79.8%-47.6pp | 69.5%-37.3pp |
| Annual return | 78.79% | 25.78%+53.0pp | 43.79%+35.0pp | 81.00%-2.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $961 | $3,585-73.2% | $4,937-80.5% | $3,607-73.4% |
| Admin fee / account holder | $37,940 | $5,517+587.7% | $9,702+291.1% | $5,124+640.4% |