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 | $12,534 | $81,248-84.6% | $155,509-91.9% | $80,856-84.5% |
| Participation rate | 15.0% | 66.2%-51.2pp | 78.2%-63.2pp | 67.6%-52.6pp |
| Annual return | 16.67% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $731 | $3,100-76.4% | $4,672-84.4% | $2,755-73.5% |
| Participant deferral / active EE | $389 | $3,452-88.7% | $5,626-93.1% | $4,296-90.9% |
| Admin fee / account holder | $911 | $7,997-88.6% | $15,912-94.3% | $6,918-86.8% |