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 | $16,052 | $91,190-82.4% | $178,490-91.0% | $79,858-79.9% |
| Participation rate | 34.1% | 69.2%-35.1pp | 81.9%-47.8pp | 69.6%-35.5pp |
| Annual return | 15.94% | 24.19%-8.3pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $377 | $3,256-88.4% | $5,011-92.5% | $2,471-84.8% |
| Participant deferral / active EE | $774 | $3,236-76.1% | $5,202-85.1% | $3,740-79.3% |
| Admin fee / account holder | $1,311 | $6,751-80.6% | $13,984-90.6% | $5,306-75.3% |