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 10-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 | $32,292 | $72,277-55.3% | $101,248-68.1% | $79,858-59.6% |
| Participation rate | 24.0% | 68.5%-44.5pp | 75.8%-51.8pp | 69.6%-45.6pp |
| Annual return | 15.74% | 22.30%-6.6pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $797 | $3,282-75.7% | $4,370-81.8% | $3,740-78.7% |
| Admin fee / account holder | $492 | $4,400-88.8% | $5,945-91.7% | $5,306-90.7% |