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 | $30,082 | $107,452-72.0% | $91,541-67.1% | $142,382-78.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 14.09% | 22.06%-8.0pp | 20.50%-6.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $480 | $2,994-84.0% | $2,505-80.8% | $4,299-88.8% |
| Participant deferral / active EE | $655 | $4,754-86.2% | $4,008-83.7% | $6,507-89.9% |
| Admin fee / account holder | $998 | $8,834-88.7% | $6,956-85.7% | $12,624-92.1% |