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 9-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 | $25,453 | $109,881-76.8% | $150,045-83.0% | $84,808-70.0% |
| Participation rate | 52.0% | 76.1%-24.1pp | 82.3%-30.3pp | 68.3%-16.3pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $607 | $3,561-83.0% | $4,693-87.1% | $2,631-76.9% |
| Participant deferral / active EE | $2,653 | $6,636-60.0% | $7,997-66.8% | $4,212-37.0% |
| Admin fee / account holder | $1,706 | $8,568-80.1% | $13,435-87.3% | $7,344-76.8% |