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 | $20,939 | $54,762-61.8% | $90,281-76.8% | $72,985-71.3% |
| Participation rate | 23.3% | 65.1%-41.8pp | 73.3%-49.9pp | 69.5%-46.2pp |
| Annual return | 21.06% | 30.63%-9.6pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $650 | $2,887-77.5% | $3,885-83.3% | $3,607-82.0% |
| Admin fee / account holder | $453 | $3,972-88.6% | $5,351-91.5% | $5,124-91.2% |