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 3-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 | $18,310 | $80,717-77.3% | $154,803-88.2% | $84,808-78.4% |
| Participation rate | 32.1% | 66.8%-34.7pp | 78.1%-45.9pp | 68.3%-36.2pp |
| Annual return | 20.83% | 37.96%-17.1pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,051 | $3,303-37.9% | $5,540-63.0% | $4,212-51.3% |
| Admin fee / account holder | $974 | $6,746-85.6% | $14,329-93.2% | $7,344-86.7% |