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 9-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 | $31,680 | $72,492-56.3% | $87,100-63.6% | $72,985-56.6% |
| Participation rate | 49.1% | 72.8%-23.7pp | 76.9%-27.7pp | 69.5%-20.4pp |
| Annual return | 21.28% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $403 | $1,894-78.7% | $2,521-84.0% | $2,440-83.5% |
| Participant deferral / active EE | $2,959 | $3,270-9.5% | $4,049-26.9% | $3,607-18.0% |
| Admin fee / account holder | $435 | $5,055-91.4% | $7,497-94.2% | $5,124-91.5% |