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 | $22,313 | $140,940-84.2% | $112,229-80.1% | $139,434-84.0% |
| Participation rate | 64.7% | 79.2%-14.5pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 21.58% | 32.71%-11.1pp | 30.20%-8.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $5,782 | $4,283+35.0% | $3,430+68.5% | $4,751+21.7% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $339 | $9,954-96.6% | $7,748-95.6% | $11,403-97.0% |