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 | $23,511 | $100,773-76.7% | $88,946-73.6% | $142,382-83.5% |
| Participation rate | 15.8% | 74.3%-58.5pp | 68.8%-53.1pp | 80.1%-64.3pp |
| Annual return | 17.94% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $366 | $2,918-87.4% | $2,555-85.7% | $4,299-91.5% |
| Participant deferral / active EE | $782 | $5,230-85.0% | $4,581-82.9% | $6,507-88.0% |
| Admin fee / account holder | $970 | $9,693-90.0% | $8,261-88.3% | $12,624-92.3% |