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 7-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 | $51,056 | $87,870-41.9% | $113,168-54.9% | $74,304-31.3% |
| Participation rate | 27.5% | 70.7%-43.3pp | 76.6%-49.1pp | 60.3%-32.9pp |
| Annual return | 13.46% | 26.44%-13.0pp | 24.27%-10.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $954 | $4,241-77.5% | $5,107-81.3% | $3,767-74.7% |
| Admin fee / account holder | $2,509 | $3,368-25.5% | $12,068-79.2% | $2,969-15.5% |