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 | $21,537 | $55,706-61.3% | $75,886-71.6% | $72,985-70.5% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.3%-33.6pp | 69.5%-33.8pp |
| Annual return | 21.39% | 27.59%-6.2pp | 30.76%-9.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $418 | $1,687-75.2% | $2,500-83.3% | $2,440-82.9% |
| Participant deferral / active EE | $518 | $2,634-80.3% | $3,603-85.6% | $3,607-85.7% |
| Admin fee / account holder | $801 | $3,978-79.9% | $5,418-85.2% | $5,124-84.4% |