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 9-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 | $10,417 | $77,899-86.6% | $149,673-93.0% | $75,163-86.1% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 25.90% | 31.72%-5.8pp | 134.42%-108.5pp | 160.62%-134.7pp |
| Employer contribution / active EE | $561 | $3,137-82.1% | $4,818-88.4% | $2,670-79.0% |
| Participant deferral / active EE | $837 | $3,411-75.5% | $5,680-85.3% | $4,125-79.7% |
| Admin fee / account holder | $346 | $5,956-94.2% | $13,210-97.4% | $5,651-93.9% |