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 | $22,472 | $59,097-62.0% | $82,389-72.7% | $74,304-69.8% |
| Participation rate | 31.1% | 52.8%-21.6pp | 69.5%-38.4pp | 60.3%-29.2pp |
| Annual return | 18.06% | 22.85%-4.8pp | 28.67%-10.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $147 | $1,601-90.8% | $2,517-94.2% | $2,241-93.5% |
| Participant deferral / active EE | $1,021 | $2,775-63.2% | $4,155-75.4% | $3,767-72.9% |
| Admin fee / account holder | $1,228 | $4,489-72.6% | $7,231-83.0% | $2,969-58.6% |