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 | $55,031 | $87,013-36.8% | $106,213-48.2% | $80,856-31.9% |
| Participation rate | 37.7% | 70.4%-32.7pp | 75.3%-37.5pp | 67.6%-29.9pp |
| Annual return | 13.47% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $693 | $2,395-71.1% | $3,171-78.1% | $2,755-74.8% |
| Participant deferral / active EE | $1,614 | $3,986-59.5% | $5,016-67.8% | $4,296-62.4% |
| Admin fee / account holder | $503 | $8,431-94.0% | $11,033-95.4% | $6,918-92.7% |