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 6-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 | $28,323 | $89,753-68.4% | $107,525-73.7% | $84,808-66.6% |
| Participation rate | 34.5% | 68.1%-33.6pp | 75.1%-40.6pp | 68.3%-33.8pp |
| Annual return | 18.95% | 29.48%-10.5pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $852 | $3,113-72.6% | $3,754-77.3% | $2,631-67.6% |
| Participant deferral / active EE | $1,128 | $4,056-72.2% | $5,116-78.0% | $4,212-73.2% |
| Admin fee / account holder | $2,372 | $7,222-67.2% | $8,919-73.4% | $7,344-67.7% |