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 | $35,181 | $60,022-41.4% | $88,946-60.4% | $84,808-58.5% |
| Participation rate | 26.7% | 57.8%-31.2pp | 68.8%-42.2pp | 68.3%-41.6pp |
| Annual return | 17.11% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $716 | $1,703-57.9% | $2,555-72.0% | $2,631-72.8% |
| Participant deferral / active EE | $779 | $3,114-75.0% | $4,581-83.0% | $4,212-81.5% |
| Admin fee / account holder | $537 | $4,811-88.8% | $8,261-93.5% | $7,344-92.7% |