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 | $18,291 | $44,960-59.3% | $84,966-78.5% | $74,495-75.4% |
| Participation rate | 5.1% | 49.4%-44.2pp | 67.5%-62.4pp | 67.2%-62.1pp |
| Annual return | 16.78% | 26.24%-9.5pp | 66.38%-49.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $244 | $1,457-83.3% | $2,727-91.1% | $2,623-90.7% |
| Participant deferral / active EE | $516 | $2,731-81.1% | $4,519-88.6% | $4,346-88.1% |
| Admin fee / account holder | $359 | $2,209-83.7% | $6,149-94.2% | $1,942-81.5% |