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 | $19,278 | $48,795-60.5% | $65,493-70.6% | $84,808-77.3% |
| Participation rate | 59.4% | 67.0%-7.6pp | 73.1%-13.7pp | 68.3%-8.9pp |
| Annual return | 14.05% | 20.20%-6.1pp | 982.45%-968.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $458 | $1,930-76.3% | $2,574-82.2% | $2,631-82.6% |
| Participant deferral / active EE | $662 | $2,928-77.4% | $3,961-83.3% | $4,212-84.3% |
| Admin fee / account holder | $1,558 | $3,877-59.8% | $5,028-69.0% | $7,344-78.8% |