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 | $26,278 | $104,974-75.0% | $95,585-72.5% | $142,382-81.5% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.1%-61.0pp | 80.1%-69.0pp |
| Annual return | 21.32% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $395 | $2,779-85.8% | $2,527-84.4% | $4,299-90.8% |
| Participant deferral / active EE | $395 | $4,352-90.9% | $4,023-90.2% | $6,507-93.9% |
| Admin fee / account holder | $1,202 | $6,386-81.2% | $6,127-80.4% | $12,624-90.5% |