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 | $2,427 | $24,730-90.2% | $66,042-96.3% | $84,808-97.1% |
| Participation rate | 62.2% | 68.1%-5.9pp | 67.5%-5.3pp | 68.3%-6.1pp |
| Annual return | 14.26% | 79.55%-65.3pp | 52.11%-37.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $227 | $857-73.4% | $1,579-85.6% | $2,631-91.4% |
| Participant deferral / active EE | $684 | $1,737-60.6% | $2,835-75.9% | $4,212-83.7% |
| Admin fee / account holder | $390 | $3,014-87.1% | $5,747-93.2% | $7,344-94.7% |