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 | $18,260 | $54,762-66.7% | $90,281-79.8% | $72,985-75.0% |
| Participation rate | 22.9% | 65.1%-42.3pp | 73.3%-50.4pp | 69.5%-46.6pp |
| Annual return | 26.75% | 30.63%-3.9pp | 78.10%-51.3pp | 81.00%-54.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $597 | $2,887-79.3% | $3,885-84.6% | $3,607-83.5% |
| Admin fee / account holder | $876 | $3,972-77.9% | $5,351-83.6% | $5,124-82.9% |