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 4-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 | $51,879 | $74,927-30.8% | $101,794-49.0% | $84,808-38.8% |
| Participation rate | 7.7% | 61.4%-53.7pp | 69.2%-61.5pp | 68.3%-60.6pp |
| Annual return | 18.80% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $481 | $1,522-68.4% | $2,289-79.0% | $2,631-81.7% |
| Participant deferral / active EE | $983 | $3,099-68.3% | $4,084-75.9% | $4,212-76.7% |
| Admin fee / account holder | $326 | $6,514-95.0% | $8,777-96.3% | $7,344-95.6% |