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 | $20,577 | $106,584-80.7% | $101,326-79.7% | $142,382-85.5% |
| Participation rate | 34.8% | 82.7%-47.9pp | 81.5%-46.7pp | 80.1%-45.3pp |
| Annual return | 18.24% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $556 | $3,956-85.9% | $3,665-84.8% | $4,299-87.1% |
| Participant deferral / active EE | $1,085 | $8,297-86.9% | $7,994-86.4% | $6,507-83.3% |
| Admin fee / account holder | $3,209 | $11,446-72.0% | $11,185-71.3% | $12,624-74.6% |