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 | $48,043 | $81,460-41.0% | $103,333-53.5% | $80,856-40.6% |
| Participation rate | 35.5% | 66.8%-31.4pp | 74.5%-39.0pp | 67.6%-32.2pp |
| Annual return | 10.74% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $344 | $3,105-88.9% | $3,868-91.1% | $2,755-87.5% |
| Participant deferral / active EE | $1,759 | $3,869-54.5% | $5,057-65.2% | $4,296-59.0% |
| Admin fee / account holder | $498 | $6,566-92.4% | $8,355-94.0% | $6,918-92.8% |