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 | $44,173 | $91,407-51.7% | $135,903-67.5% | $71,457-38.2% |
| Participation rate | 20.9% | 75.7%-54.7pp | 81.9%-61.0pp | 67.9%-47.0pp |
| Annual return | 16.72% | 29.90%-13.2pp | 68.23%-51.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,541 | $7,092-78.3% | $7,758-80.1% | $4,289-64.1% |
| Admin fee / account holder | $6,032 | $1,266+376.6% | $10,762-43.9% | $1,587+280.0% |