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 4-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 | $15,087 | $49,915-69.8% | $154,803-90.3% | $74,304-79.7% |
| Participation rate | 42.3% | 54.0%-11.6pp | 78.1%-35.8pp | 60.3%-18.0pp |
| Annual return | 39.67% | 34.06%+5.6pp | 58.88%-19.2pp | 29.43%+10.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,133 | $2,255-5.4% | $5,540-61.5% | $3,767-43.4% |
| Admin fee / account holder | $827 | $2,189-62.2% | $14,329-94.2% | $2,969-72.1% |