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 7-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 | $41,316 | $81,248-49.1% | $155,509-73.4% | $80,856-48.9% |
| Participation rate | 17.9% | 66.2%-48.3pp | 78.2%-60.3pp | 67.6%-49.7pp |
| Annual return | 11.33% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $363 | $3,100-88.3% | $4,672-92.2% | $2,755-86.8% |
| Participant deferral / active EE | $991 | $3,452-71.3% | $5,626-82.4% | $4,296-76.9% |
| Admin fee / account holder | $434 | $7,997-94.6% | $15,912-97.3% | $6,918-93.7% |