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 5-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 | $13,324 | $49,915-73.3% | $154,803-91.4% | $74,304-82.1% |
| Participation rate | 6.8% | 54.0%-47.1pp | 78.1%-71.2pp | 60.3%-53.5pp |
| Annual return | 21.41% | 34.06%-12.6pp | 58.88%-37.5pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $478 | $2,255-78.8% | $5,540-91.4% | $3,767-87.3% |
| Admin fee / account holder | $1,634 | $2,189-25.3% | $14,329-88.6% | $2,969-45.0% |