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 5-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 | $30,879 | $78,926-60.9% | $136,749-77.4% | $84,808-63.6% |
| Participation rate | 34.6% | 62.2%-27.6pp | 72.1%-37.5pp | 68.3%-33.7pp |
| Annual return | 16.42% | 18.17%-1.8pp | 24.33%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $551 | $2,134-74.2% | $3,400-83.8% | $2,631-79.1% |
| Participant deferral / active EE | $1,101 | $3,168-65.2% | $4,692-76.5% | $4,212-73.9% |
| Admin fee / account holder | $1,430 | $6,369-77.5% | $11,386-87.4% | $7,344-80.5% |