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 | $98,276 | $54,573+80.1% | $90,951+8.1% | $73,488+33.7% |
| Participation rate | 33.6% | 61.2%-27.5pp | 69.0%-35.4pp | 70.7%-37.1pp |
| Annual return | 22.71% | 16.69%+6.0pp | 134.60%-111.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $925 | $2,517-63.3% | $3,373-72.6% | $3,740-75.3% |
| Admin fee / account holder | $2,342 | $521+349.2% | $5,959-60.7% | $513+356.5% |