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 | $11,990 | $57,016-79.0% | $84,966-85.9% | $80,856-85.2% |
| Participation rate | 41.6% | 56.3%-14.8pp | 67.5%-25.9pp | 67.6%-26.1pp |
| Annual return | 14.78% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,818 | $1,798+1.1% | $2,727-33.3% | $2,755-34.0% |
| Participant deferral / active EE | $715 | $3,110-77.0% | $4,519-84.2% | $4,296-83.4% |
| Admin fee / account holder | $826 | $4,980-83.4% | $6,149-86.6% | $6,918-88.1% |