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 | $54,950 | $66,402-17.2% | $109,895-50.0% | $85,850-36.0% |
| Participation rate | 21.8% | 63.9%-42.1pp | 74.2%-52.4pp | 69.3%-47.5pp |
| Annual return | 16.50% | 19.59%-3.1pp | 29.45%-13.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $485 | $1,687-71.2% | $2,842-82.9% | $2,565-81.1% |
| Participant deferral / active EE | $929 | $2,842-67.3% | $4,048-77.1% | $3,952-76.5% |
| Admin fee / account holder | $1,257 | $4,557-72.4% | $6,066-79.3% | $6,260-79.9% |