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 10-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 | $32,384 | $49,915-35.1% | $154,803-79.1% | $74,304-56.4% |
| Participation rate | 24.2% | 54.0%-29.7pp | 78.1%-53.9pp | 60.3%-36.1pp |
| Annual return | 20.26% | 34.06%-13.8pp | 58.88%-38.6pp | 29.43%-9.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,505 | $2,255-33.3% | $5,540-72.8% | $3,767-60.1% |
| Admin fee / account holder | $9,450 | $2,189+331.7% | $14,329-34.1% | $2,969+218.3% |