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 6-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 | $29,644 | $76,670-61.3% | $96,683-69.3% | $71,457-58.5% |
| Participation rate | 2.4% | 66.6%-64.2pp | 74.3%-71.9pp | 67.9%-65.5pp |
| Annual return | 15.86% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $246 | $3,771-93.5% | $4,878-95.0% | $4,289-94.3% |
| Admin fee / account holder | $6,404 | $2,028+215.8% | $6,730-4.8% | $1,587+303.5% |