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 | $23,929 | $70,669-66.1% | $169,368-85.9% | $75,163-68.2% |
| Participation rate | 22.3% | 64.8%-42.5pp | 77.1%-54.8pp | 67.2%-44.9pp |
| Annual return | 15.67% | 36.36%-20.7pp | 405.60%-389.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $620 | $2,211-72.0% | $4,013-84.6% | $2,670-76.8% |
| Participant deferral / active EE | $869 | $4,311-79.8% | $6,221-86.0% | $4,125-78.9% |
| Admin fee / account holder | $6,378 | $5,402+18.1% | $9,003-29.2% | $5,651+12.9% |