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 4-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 | $28,391 | $60,022-52.7% | $88,946-68.1% | $84,808-66.5% |
| Participation rate | 29.6% | 57.8%-28.2pp | 68.8%-39.3pp | 68.3%-38.7pp |
| Annual return | 19.59% | 22.43%-2.8pp | 57.82%-38.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,442 | $3,114-53.7% | $4,581-68.5% | $4,212-65.8% |
| Admin fee / account holder | $1,604 | $4,811-66.7% | $8,261-80.6% | $7,344-78.2% |