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 6-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 | $39,480 | $87,870-55.1% | $113,168-65.1% | $74,304-46.9% |
| Participation rate | 24.1% | 70.7%-46.7pp | 76.6%-52.5pp | 60.3%-36.3pp |
| Annual return | 15.41% | 26.44%-11.0pp | 24.27%-8.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,178 | $4,241-72.2% | $5,107-76.9% | $3,767-68.7% |
| Admin fee / account holder | $1,583 | $3,368-53.0% | $12,068-86.9% | $2,969-46.7% |