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 10-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 | $24,567 | $117,841-79.2% | $102,423-76.0% | $145,922-83.2% |
| Participation rate | 44.4% | 78.6%-34.1pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 8.71% | 31.65%-22.9pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,603 | $5,731-72.0% | $5,053-68.3% | $6,688-76.0% |
| Admin fee / account holder | $1,729 | $13,326-87.0% | $9,451-81.7% | $13,397-87.1% |