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 | $40,511 | $66,402-39.0% | $109,895-63.1% | $85,850-52.8% |
| Participation rate | 25.0% | 63.9%-38.9pp | 74.2%-49.2pp | 69.3%-44.3pp |
| Annual return | 13.51% | 19.59%-6.1pp | 29.45%-15.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $628 | $2,842-77.9% | $4,048-84.5% | $3,952-84.1% |
| Admin fee / account holder | $828 | $4,557-81.8% | $6,066-86.3% | $6,260-86.8% |