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 | $34,873 | $109,881-68.3% | $150,045-76.8% | $84,808-58.9% |
| Participation rate | 15.7% | 76.1%-60.4pp | 82.3%-66.6pp | 68.3%-52.6pp |
| Annual return | 15.71% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,139 | $6,636-82.8% | $7,997-85.8% | $4,212-72.9% |
| Admin fee / account holder | $856 | $8,568-90.0% | $13,435-93.6% | $7,344-88.3% |