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 | $4,054 | $20,316-80.0% | $66,042-93.9% | $74,304-94.5% |
| Participation rate | 40.0% | 62.8%-22.8pp | 67.5%-27.5pp | 60.3%-20.3pp |
| Annual return | 19.64% | 28.10%-8.5pp | 52.11%-32.5pp | 29.43%-9.8pp |
| Employer contribution / active EE | $285 | $745-61.7% | $1,579-81.9% | $2,241-87.3% |
| Participant deferral / active EE | $723 | $1,615-55.2% | $2,835-74.5% | $3,767-80.8% |
| Admin fee / account holder | $568 | $1,668-66.0% | $5,747-90.1% | $2,969-80.9% |