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 | $40,052 | $81,460-50.8% | $103,333-61.2% | $80,856-50.5% |
| Participation rate | 27.3% | 66.8%-39.6pp | 74.5%-47.2pp | 67.6%-40.4pp |
| Annual return | 13.48% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $796 | $3,105-74.4% | $3,868-79.4% | $2,755-71.1% |
| Participant deferral / active EE | $1,556 | $3,869-59.8% | $5,057-69.2% | $4,296-63.8% |
| Admin fee / account holder | $3,072 | $6,566-53.2% | $8,355-63.2% | $6,918-55.6% |