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 9-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 | $22,024 | $56,317-60.9% | $71,209-69.1% | $74,304-70.4% |
| Participation rate | 26.5% | 55.1%-28.7pp | 73.8%-47.3pp | 60.3%-33.9pp |
| Annual return | 17.71% | 42.83%-25.1pp | 282.51%-264.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $339 | $2,160-84.3% | $2,721-87.5% | $2,241-84.9% |
| Participant deferral / active EE | $400 | $2,788-85.6% | $4,175-90.4% | $3,767-89.4% |
| Admin fee / account holder | $1,807 | $2,290-21.1% | $5,349-66.2% | $2,969-39.1% |