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 5-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 | $3,307 | $25,014-86.8% | $69,647-95.3% | $80,856-95.9% |
| Participation rate | 63.1% | 64.2%-1.2pp | 66.5%-3.4pp | 67.6%-4.5pp |
| Annual return | 15.85% | 19.07%-3.2pp | 100.48%-84.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $390 | $993-60.7% | $1,712-77.2% | $2,755-85.8% |
| Participant deferral / active EE | $657 | $1,839-64.3% | $2,886-77.2% | $4,296-84.7% |
| Admin fee / account holder | $531 | $2,488-78.7% | $4,713-88.7% | $6,918-92.3% |