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 7-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 | $24,296 | $50,982-52.3% | $154,803-84.3% | $85,563-71.6% |
| Participation rate | 10.1% | 59.8%-49.7pp | 78.1%-67.9pp | 66.0%-55.8pp |
| Annual return | 23.19% | 30.35%-7.2pp | 58.88%-35.7pp | 31.51%-8.3pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $565 | $2,474-77.1% | $5,540-89.8% | $4,375-87.1% |
| Admin fee / account holder | $1,503 | $846+77.7% | $14,329-89.5% | $834+80.2% |