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 | $15,081 | $49,915-69.8% | $154,803-90.3% | $74,304-79.7% |
| Participation rate | 14.9% | 54.0%-39.1pp | 78.1%-63.2pp | 60.3%-45.5pp |
| Annual return | 40.06% | 34.06%+6.0pp | 58.88%-18.8pp | 29.43%+10.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $595 | $2,255-73.6% | $5,540-89.3% | $3,767-84.2% |
| Admin fee / account holder | $1,586 | $2,189-27.6% | $14,329-88.9% | $2,969-46.6% |