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 7-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 | $30,642 | $89,753-65.9% | $107,525-71.5% | $84,808-63.9% |
| Participation rate | 34.2% | 68.1%-33.9pp | 75.1%-40.9pp | 68.3%-34.1pp |
| Annual return | 17.17% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,360 | $4,056-66.5% | $5,116-73.4% | $4,212-67.7% |
| Admin fee / account holder | $1,576 | $7,222-78.2% | $8,919-82.3% | $7,344-78.5% |