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 | $25,402 | $65,365-61.1% | $92,893-72.7% | $72,985-65.2% |
| Participation rate | 13.2% | 68.3%-55.1pp | 76.0%-62.8pp | 69.5%-56.3pp |
| Annual return | 25.42% | 42.10%-16.7pp | 109.41%-84.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $590 | $2,594-77.2% | $3,653-83.8% | $2,440-75.8% |
| Participant deferral / active EE | $1,283 | $3,128-59.0% | $4,236-69.7% | $3,607-64.4% |
| Admin fee / account holder | $1,680 | $4,251-60.5% | $5,794-71.0% | $5,124-67.2% |