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 5-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 | $24,667 | $74,927-67.1% | $101,794-75.8% | $84,808-70.9% |
| Participation rate | 32.3% | 61.4%-29.1pp | 69.2%-36.9pp | 68.3%-36.1pp |
| Annual return | 20.37% | 18.70%+1.7pp | 30.53%-10.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,897 | $3,099-6.5% | $4,084-29.1% | $4,212-31.2% |
| Admin fee / account holder | $3,480 | $6,514-46.6% | $8,777-60.3% | $7,344-52.6% |