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 10-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 | $22,896 | $91,190-74.9% | $178,490-87.2% | $79,858-71.3% |
| Participation rate | 31.6% | 69.2%-37.6pp | 81.9%-50.3pp | 69.6%-38.1pp |
| Annual return | 18.07% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $793 | $3,236-75.5% | $5,202-84.8% | $3,740-78.8% |
| Admin fee / account holder | $417 | $6,751-93.8% | $13,984-97.0% | $5,306-92.1% |