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 | $7,182 | $60,022-88.0% | $88,946-91.9% | $84,808-91.5% |
| Participation rate | 21.7% | 57.8%-36.1pp | 68.8%-47.1pp | 68.3%-46.6pp |
| Annual return | 19.79% | 22.43%-2.6pp | 57.82%-38.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $453 | $1,703-73.4% | $2,555-82.3% | $2,631-82.8% |
| Participant deferral / active EE | $690 | $3,114-77.8% | $4,581-84.9% | $4,212-83.6% |
| Admin fee / account holder | $1,397 | $4,811-71.0% | $8,261-83.1% | $7,344-81.0% |