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 | $9,419 | $107,452-91.2% | $91,541-89.7% | $142,382-93.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 21.75% | 22.06%-0.3pp | 20.50%+1.2pp | 217.08%-195.3pp |
| Employer contribution / active EE | $494 | $2,994-83.5% | $2,505-80.3% | $4,299-88.5% |
| Participant deferral / active EE | $517 | $4,754-89.1% | $4,008-87.1% | $6,507-92.1% |
| Admin fee / account holder | $1,332 | $8,834-84.9% | $6,956-80.8% | $12,624-89.4% |