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 | $37,770 | $81,248-53.5% | $155,509-75.7% | $80,856-53.3% |
| Participation rate | 38.2% | 66.2%-28.0pp | 78.2%-40.0pp | 67.6%-29.4pp |
| Annual return | 14.03% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.6pp |
| Employer contribution / active EE | $364 | $3,100-88.3% | $4,672-92.2% | $2,755-86.8% |
| Participant deferral / active EE | $2,768 | $3,452-19.8% | $5,626-50.8% | $4,296-35.6% |
| Admin fee / account holder | $5,384 | $7,997-32.7% | $15,912-66.2% | $6,918-22.2% |