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 3-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 | $15,747 | $60,892-74.1% | $82,389-80.9% | $84,808-81.4% |
| Participation rate | 30.3% | 63.3%-33.0pp | 69.5%-39.2pp | 68.3%-38.0pp |
| Annual return | 21.47% | 37.29%-15.8pp | 28.67%-7.2pp | 40.90%-19.4pp |
| Employer contribution / active EE | $730 | $1,779-59.0% | $2,517-71.0% | $2,631-72.2% |
| Participant deferral / active EE | $982 | $3,179-69.1% | $4,155-76.4% | $4,212-76.7% |
| Admin fee / account holder | $2,029 | $5,467-62.9% | $7,231-71.9% | $7,344-72.4% |