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 8-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 | $56,162 | $64,839-13.4% | $95,585-41.2% | $84,808-33.8% |
| Participation rate | 24.0% | 63.8%-39.8pp | 72.1%-48.1pp | 68.3%-44.3pp |
| Annual return | 17.23% | -670.96%+688.2pp | 38.56%-21.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $471 | $1,759-73.2% | $2,527-81.3% | $2,631-82.1% |
| Participant deferral / active EE | $615 | $2,965-79.3% | $4,023-84.7% | $4,212-85.4% |
| Admin fee / account holder | $697 | $5,964-88.3% | $6,127-88.6% | $7,344-90.5% |