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 5-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 | $15,353 | $80,717-81.0% | $154,803-90.1% | $84,808-81.9% |
| Participation rate | 19.0% | 66.8%-47.8pp | 78.1%-59.1pp | 68.3%-49.3pp |
| Annual return | 14.53% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $361 | $2,761-86.9% | $4,305-91.6% | $2,631-86.3% |
| Participant deferral / active EE | $499 | $3,303-84.9% | $5,540-91.0% | $4,212-88.2% |
| Admin fee / account holder | $4,078 | $6,746-39.5% | $14,329-71.5% | $7,344-44.5% |