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 9-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 | $30,185 | $109,881-72.5% | $150,045-79.9% | $84,808-64.4% |
| Participation rate | 38.9% | 76.1%-37.2pp | 82.3%-43.4pp | 68.3%-29.4pp |
| Annual return | 14.76% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $842 | $3,561-76.4% | $4,693-82.1% | $2,631-68.0% |
| Participant deferral / active EE | $2,014 | $6,636-69.7% | $7,997-74.8% | $4,212-52.2% |
| Admin fee / account holder | $2,321 | $8,568-72.9% | $13,435-82.7% | $7,344-68.4% |