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 | $69,923 | $102,317-31.7% | $146,958-52.4% | $80,856-13.5% |
| Participation rate | 59.7% | 75.8%-16.2pp | 82.2%-22.5pp | 67.6%-8.0pp |
| Annual return | 14.15% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $997 | $3,713-73.1% | $4,933-79.8% | $2,755-63.8% |
| Participant deferral / active EE | $2,517 | $6,644-62.1% | $8,070-68.8% | $4,296-41.4% |
| Admin fee / account holder | $1,454 | $7,941-81.7% | $12,998-88.8% | $6,918-79.0% |