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 6-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 | $35,202 | $106,515-67.0% | $96,683-63.6% | $139,434-74.8% |
| Participation rate | 31.8% | 77.8%-46.0pp | 74.3%-42.5pp | 80.3%-48.5pp |
| Annual return | 15.41% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $834 | $4,103-79.7% | $3,737-77.7% | $4,751-82.5% |
| Participant deferral / active EE | $1,027 | $5,454-81.2% | $4,878-78.9% | $6,710-84.7% |
| Admin fee / account holder | $6,073 | $7,877-22.9% | $6,730-9.8% | $11,403-46.7% |