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 8-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 | $49,491 | $93,170-46.9% | $100,534-50.8% | $84,808-41.6% |
| Participation rate | 40.4% | 75.8%-35.5pp | 80.6%-40.2pp | 68.3%-27.9pp |
| Annual return | 16.21% | 47.13%-30.9pp | 32.66%-16.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,106 | $3,985-72.2% | $4,346-74.6% | $2,631-58.0% |
| Participant deferral / active EE | $2,506 | $5,699-56.0% | $6,144-59.2% | $4,212-40.5% |
| Admin fee / account holder | $7,078 | $7,382-4.1% | $7,654-7.5% | $7,344-3.6% |