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 | $22,707 | $93,571-75.7% | $135,903-83.3% | $75,163-69.8% |
| Participation rate | 35.1% | 75.2%-40.1pp | 81.9%-46.8pp | 67.2%-32.1pp |
| Annual return | 26.96% | 30.90%-3.9pp | 68.23%-41.3pp | 160.62%-133.7pp |
| Employer contribution / active EE | $837 | $3,537-76.3% | $4,856-82.8% | $2,670-68.7% |
| Participant deferral / active EE | $1,923 | $6,404-70.0% | $7,758-75.2% | $4,125-53.4% |
| Admin fee / account holder | $1,099 | $6,975-84.3% | $10,762-89.8% | $5,651-80.6% |