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 | $30,276 | $71,883-57.9% | $86,677-65.1% | $68,494-55.8% |
| Participation rate | 30.3% | 72.2%-41.9pp | 76.6%-46.3pp | 67.9%-37.6pp |
| Annual return | 1.96% | 3.52%-1.6pp | 35.91%-33.9pp | -7.84%+9.8pp |
| Employer contribution / active EE | $731 | $2,173-66.3% | $2,836-74.2% | $2,596-71.8% |
| Participant deferral / active EE | $992 | $3,779-73.8% | $4,656-78.7% | $4,027-75.4% |
| Admin fee / account holder | $447 | $6,112-92.7% | $7,493-94.0% | $5,403-91.7% |