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 | $44,829 | $109,881-59.2% | $150,045-70.1% | $84,808-47.1% |
| Participation rate | 42.2% | 76.1%-33.9pp | 82.3%-40.1pp | 68.3%-26.1pp |
| Annual return | 14.25% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $316 | $3,561-91.1% | $4,693-93.3% | $2,631-88.0% |
| Participant deferral / active EE | $2,613 | $6,636-60.6% | $7,997-67.3% | $4,212-38.0% |
| Admin fee / account holder | $978 | $8,568-88.6% | $13,435-92.7% | $7,344-86.7% |