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 6-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 | $31,060 | $93,571-66.8% | $135,903-77.1% | $75,163-58.7% |
| Participation rate | 39.0% | 75.2%-36.2pp | 81.9%-42.9pp | 67.2%-28.2pp |
| Annual return | 20.15% | 30.90%-10.7pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $352 | $3,537-90.0% | $4,856-92.7% | $2,670-86.8% |
| Participant deferral / active EE | $2,895 | $6,404-54.8% | $7,758-62.7% | $4,125-29.8% |
| Admin fee / account holder | $821 | $6,975-88.2% | $10,762-92.4% | $5,651-85.5% |