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 | $14,387 | $48,795-70.5% | $65,493-78.0% | $84,808-83.0% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 19.49% | 20.20%-0.7pp | 982.45%-963.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $428 | $1,930-77.8% | $2,574-83.4% | $2,631-83.7% |
| Participant deferral / active EE | $708 | $2,928-75.8% | $3,961-82.1% | $4,212-83.2% |
| Admin fee / account holder | $2,068 | $3,877-46.7% | $5,028-58.9% | $7,344-71.8% |