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 9-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 | $28,366 | $87,013-67.4% | $106,213-73.3% | $80,856-64.9% |
| Participation rate | 39.1% | 70.4%-31.4pp | 75.3%-36.2pp | 67.6%-28.6pp |
| Annual return | 13.29% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $906 | $2,395-62.2% | $3,171-71.4% | $2,755-67.1% |
| Participant deferral / active EE | $1,433 | $3,986-64.0% | $5,016-71.4% | $4,296-66.6% |
| Admin fee / account holder | $973 | $8,431-88.5% | $11,033-91.2% | $6,918-85.9% |