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 4-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 | $20,859 | $60,022-65.2% | $88,946-76.5% | $84,808-75.4% |
| Participation rate | 19.8% | 57.8%-38.1pp | 68.8%-49.1pp | 68.3%-48.6pp |
| Annual return | 26.92% | 22.43%+4.5pp | 57.82%-30.9pp | 40.90%-14.0pp |
| Employer contribution / active EE | $212 | $1,703-87.6% | $2,555-91.7% | $2,631-91.9% |
| Participant deferral / active EE | $1,634 | $3,114-47.5% | $4,581-64.3% | $4,212-61.2% |
| Admin fee / account holder | $331 | $4,811-93.1% | $8,261-96.0% | $7,344-95.5% |