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 4-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 | $24,633 | $89,753-72.6% | $107,525-77.1% | $84,808-71.0% |
| Participation rate | 25.9% | 68.1%-42.1pp | 75.1%-49.1pp | 68.3%-42.4pp |
| Annual return | 20.42% | 29.48%-9.1pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,134 | $3,113-63.6% | $3,754-69.8% | $2,631-56.9% |
| Participant deferral / active EE | $1,134 | $4,056-72.0% | $5,116-77.8% | $4,212-73.1% |
| Admin fee / account holder | $4,007 | $7,222-44.5% | $8,919-55.1% | $7,344-45.4% |