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 5-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 | $38,040 | $80,724-52.9% | $103,333-63.2% | $74,495-48.9% |
| Participation rate | 23.3% | 65.7%-42.4pp | 74.5%-51.2pp | 67.2%-43.9pp |
| Annual return | 16.03% | 27.56%-11.5pp | 24.88%-8.9pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $767 | $3,157-75.7% | $3,868-80.2% | $2,623-70.8% |
| Participant deferral / active EE | $1,901 | $3,860-50.8% | $5,057-62.4% | $4,346-56.3% |
| Admin fee / account holder | $1,113 | $2,368-53.0% | $8,355-86.7% | $1,942-42.7% |