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 10-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 | $26,878 | $55,706-51.8% | $75,886-64.6% | $72,985-63.2% |
| Participation rate | 32.8% | 61.1%-28.4pp | 69.3%-36.5pp | 69.5%-36.7pp |
| Annual return | 37.27% | 27.59%+9.7pp | 30.76%+6.5pp | 81.00%-43.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $729 | $2,634-72.3% | $3,603-79.8% | $3,607-79.8% |
| Admin fee / account holder | $1,471 | $3,978-63.0% | $5,418-72.8% | $5,124-71.3% |