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 | $10,808 | $60,022-82.0% | $88,946-87.8% | $84,808-87.3% |
| Participation rate | 18.2% | 57.8%-39.7pp | 68.8%-50.7pp | 68.3%-50.1pp |
| Annual return | 15.93% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $313 | $1,703-81.6% | $2,555-87.8% | $2,631-88.1% |
| Participant deferral / active EE | $417 | $3,114-86.6% | $4,581-90.9% | $4,212-90.1% |
| Admin fee / account holder | $3,877 | $4,811-19.4% | $8,261-53.1% | $7,344-47.2% |