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 | $23,041 | $127,065-81.9% | $113,168-79.6% | $142,382-83.8% |
| Participation rate | 34.8% | 79.2%-44.4pp | 76.6%-41.8pp | 80.1%-45.3pp |
| Annual return | 30.77% | 24.03%+6.7pp | 24.27%+6.5pp | 217.08%-186.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,345 | $5,716-76.5% | $5,107-73.7% | $6,507-79.3% |
| Admin fee / account holder | $584 | $15,736-96.3% | $12,068-95.2% | $12,624-95.4% |