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 | $13,437 | $77,899-82.8% | $149,673-91.0% | $75,163-82.1% |
| Participation rate | 35.5% | 65.6%-30.1pp | 78.8%-43.3pp | 67.2%-31.7pp |
| Annual return | 14.16% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $492 | $3,137-84.3% | $4,818-89.8% | $2,670-81.6% |
| Participant deferral / active EE | $812 | $3,411-76.2% | $5,680-85.7% | $4,125-80.3% |
| Admin fee / account holder | $372 | $5,956-93.7% | $13,210-97.2% | $5,651-93.4% |