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 4-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 | $24,796 | $50,982-51.4% | $154,803-84.0% | $85,563-71.0% |
| Participation rate | 6.1% | 59.8%-53.7pp | 78.1%-72.0pp | 66.0%-59.9pp |
| Annual return | 22.42% | 30.35%-7.9pp | 58.88%-36.5pp | 31.51%-9.1pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $580 | $2,474-76.6% | $5,540-89.5% | $4,375-86.8% |
| Admin fee / account holder | $3,653 | $846+331.8% | $14,329-74.5% | $834+337.9% |