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 | $15,853 | $45,035-64.8% | $62,995-74.8% | $70,131-77.4% |
| Participation rate | 60.5% | 69.5%-9.0pp | 74.8%-14.3pp | 69.5%-9.0pp |
| Annual return | 13.72% | 18.76%-5.0pp | 87.57%-73.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,009 | $2,051-2.1% | $2,759-27.2% | $2,342-14.2% |
| Participant deferral / active EE | $737 | $2,465-70.1% | $3,329-77.9% | $3,332-77.9% |
| Admin fee / account holder | $675 | $2,834-76.2% | $3,600-81.2% | $4,645-85.5% |