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 8-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 | $17,010 | $49,915-65.9% | $154,803-89.0% | $74,304-77.1% |
| Participation rate | 20.6% | 54.0%-33.4pp | 78.1%-57.5pp | 60.3%-39.8pp |
| Annual return | 25.14% | 34.06%-8.9pp | 58.88%-33.7pp | 29.43%-4.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $493 | $2,255-78.1% | $5,540-91.1% | $3,767-86.9% |
| Admin fee / account holder | $578 | $2,189-73.6% | $14,329-96.0% | $2,969-80.5% |