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 | $47,197 | $81,460-42.1% | $103,333-54.3% | $80,856-41.6% |
| Participation rate | 44.6% | 66.8%-22.2pp | 74.5%-29.9pp | 67.6%-23.0pp |
| Annual return | 15.16% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,159 | $3,869-70.0% | $5,057-77.1% | $4,296-73.0% |
| Admin fee / account holder | $28,900 | $6,566+340.1% | $8,355+245.9% | $6,918+317.8% |