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 10-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 | $57,144 | $129,021-55.7% | $184,203-69.0% | $77,643-26.4% |
| Participation rate | 8.0% | 87.3%-79.3pp | 86.8%-78.8pp | 70.6%-62.6pp |
| Annual return | 13.94% | 33.27%-19.3pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $567 | $7,297-92.2% | $9,131-93.8% | $4,647-87.8% |
| Admin fee / account holder | $5,315 | $254+1993.7% | $13,901-61.8% | $430+1134.9% |