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 6-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 | $34,868 | $101,724-65.7% | $164,813-78.8% | $80,856-56.9% |
| Participation rate | 26.2% | 71.8%-45.6pp | 78.6%-52.4pp | 67.6%-41.4pp |
| Annual return | 14.12% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $517 | $2,953-82.5% | $4,341-88.1% | $2,755-81.2% |
| Participant deferral / active EE | $2,397 | $4,477-46.5% | $6,031-60.3% | $4,296-44.2% |
| Admin fee / account holder | $5,950 | $8,227-27.7% | $12,690-53.1% | $6,918-14.0% |