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 | $11,663 | $107,452-89.1% | $91,541-87.3% | $142,382-91.8% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 19.78% | 22.06%-2.3pp | 20.50%-0.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $538 | $2,994-82.0% | $2,505-78.5% | $4,299-87.5% |
| Participant deferral / active EE | $789 | $4,754-83.4% | $4,008-80.3% | $6,507-87.9% |
| Admin fee / account holder | $2,311 | $8,834-73.8% | $6,956-66.8% | $12,624-81.7% |