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 | $30,452 | $72,277-57.9% | $101,248-69.9% | $79,858-61.9% |
| Participation rate | 41.9% | 68.5%-26.5pp | 75.8%-33.9pp | 69.6%-27.7pp |
| Annual return | 16.68% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $508 | $2,692-81.1% | $3,660-86.1% | $2,471-79.5% |
| Participant deferral / active EE | $2,571 | $3,282-21.7% | $4,370-41.2% | $3,740-31.3% |
| Admin fee / account holder | $1,068 | $4,400-75.7% | $5,945-82.0% | $5,306-79.9% |