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 8-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 | $19,750 | $68,547-71.2% | $120,354-83.6% | $80,856-75.6% |
| Participation rate | 30.8% | 61.6%-30.8pp | 71.9%-41.1pp | 67.6%-36.9pp |
| Annual return | 13.79% | 23.60%-9.8pp | 107.15%-93.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,731 | $3,173-45.5% | $4,991-65.3% | $4,296-59.7% |
| Admin fee / account holder | $982 | $5,732-82.9% | $9,423-89.6% | $6,918-85.8% |