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.
Employer 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 | $37,907 | $60,892-37.7% | $82,389-54.0% | $84,808-55.3% |
| Participation rate | 27.3% | 63.3%-36.0pp | 69.5%-42.3pp | 68.3%-41.0pp |
| Annual return | 15.51% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,508 | $3,179-52.6% | $4,155-63.7% | $4,212-64.2% |
| Admin fee / account holder | $1,183 | $5,467-78.4% | $7,231-83.6% | $7,344-83.9% |