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 8-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 | $39,721 | $81,460-51.2% | $103,333-61.6% | $80,856-50.9% |
| Participation rate | 38.7% | 66.8%-28.1pp | 74.5%-35.8pp | 67.6%-28.9pp |
| Annual return | 12.09% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $754 | $3,105-75.7% | $3,868-80.5% | $2,755-72.6% |
| Participant deferral / active EE | $2,530 | $3,869-34.6% | $5,057-50.0% | $4,296-41.1% |
| Admin fee / account holder | $2,983 | $6,566-54.6% | $8,355-64.3% | $6,918-56.9% |