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 | $11,591 | $117,983-90.2% | $101,794-88.6% | $142,382-91.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 15.57% | 36.92%-21.3pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $506 | $2,773-81.8% | $2,289-77.9% | $4,299-88.2% |
| Participant deferral / active EE | $561 | $4,714-88.1% | $4,084-86.3% | $6,507-91.4% |
| Admin fee / account holder | $2,056 | $10,433-80.3% | $8,777-76.6% | $12,624-83.7% |