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 7-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 | $18,012 | $42,886-58.0% | $88,946-79.7% | $85,563-78.9% |
| Participation rate | 16.5% | 37.9%-21.4pp | 68.8%-52.3pp | 66.0%-49.4pp |
| Annual return | 24.49% | 44.56%-20.1pp | 57.82%-33.3pp | 31.51%-7.0pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $766 | $2,108-63.7% | $4,581-83.3% | $4,375-82.5% |
| Admin fee / account holder | $1,779 | $2,263-21.4% | $8,261-78.5% | $834+113.3% |