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 | $40,950 | $59,097-30.7% | $82,389-50.3% | $74,304-44.9% |
| Participation rate | 15.9% | 52.8%-36.8pp | 69.5%-53.6pp | 60.3%-44.4pp |
| Annual return | 15.09% | 22.85%-7.8pp | 28.67%-13.6pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,958 | $2,775-29.4% | $4,155-52.9% | $3,767-48.0% |
| Admin fee / account holder | $7,013 | $4,489+56.2% | $7,231-3.0% | $2,969+136.2% |