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 | $56,243 | $60,022-6.3% | $88,946-36.8% | $84,808-33.7% |
| Participation rate | 43.1% | 57.8%-14.8pp | 68.8%-25.8pp | 68.3%-25.3pp |
| Annual return | 15.46% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,434 | $3,114+10.3% | $4,581-25.0% | $4,212-18.5% |
| Admin fee / account holder | $1,694 | $4,811-64.8% | $8,261-79.5% | $7,344-76.9% |