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 | $16,049 | $107,452-85.1% | $91,541-82.5% | $142,382-88.7% |
| Participation rate | 22.7% | 75.1%-52.3pp | 69.8%-47.0pp | 80.1%-57.4pp |
| Annual return | 22.18% | 22.06%+0.1pp | 20.50%+1.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $182 | $2,994-93.9% | $2,505-92.7% | $4,299-95.8% |
| Participant deferral / active EE | $820 | $4,754-82.8% | $4,008-79.5% | $6,507-87.4% |
| Admin fee / account holder | $1,001 | $8,834-88.7% | $6,956-85.6% | $12,624-92.1% |