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 | $11,162 | $20,316-45.1% | $66,042-83.1% | $74,304-85.0% |
| Participation rate | 6.7% | 62.8%-56.0pp | 67.5%-60.8pp | 60.3%-53.6pp |
| Annual return | 23.14% | 28.10%-5.0pp | 52.11%-29.0pp | 29.43%-6.3pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $537 | $1,615-66.8% | $2,835-81.1% | $3,767-85.7% |
| Admin fee / account holder | $1,116 | $1,668-33.1% | $5,747-80.6% | $2,969-62.4% |