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 | $46,290 | $115,882-60.1% | $100,516-53.9% | $158,922-70.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.4%-39.4pp | 82.0%-42.0pp |
| Annual return | 10.23% | 34.79%-24.6pp | 30.89%-20.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $409 | $4,103-90.0% | $3,418-88.0% | $4,761-91.4% |
| Participant deferral / active EE | $651 | $6,674-90.2% | $6,270-89.6% | $5,982-89.1% |
| Admin fee / account holder | $3,806 | $10,995-65.4% | $8,081-52.9% | $11,246-66.2% |