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 | $112,764 | $112,881-0.1% | $90,951+24.0% | $158,922-29.0% |
| Participation rate | 8.7% | 74.7%-66.0pp | 69.0%-60.3pp | 82.0%-73.3pp |
| Annual return | 13.78% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $180 | $4,128-95.6% | $3,373-94.6% | $5,982-97.0% |
| Admin fee / account holder | $2,918 | $8,041-63.7% | $5,959-51.0% | $11,246-74.1% |