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 | $29,136 | $53,777-45.8% | $134,143-78.3% | $79,858-63.5% |
| Participation rate | 8.0% | 58.8%-50.8pp | 72.2%-64.2pp | 69.6%-61.6pp |
| Annual return | 13.29% | 19.01%-5.7pp | 36.33%-23.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $183 | $2,420-92.5% | $3,499-94.8% | $3,740-95.1% |
| Admin fee / account holder | $2,237 | $3,984-43.9% | $6,684-66.5% | $5,306-57.8% |