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 | $37,499 | $78,926-52.5% | $136,749-72.6% | $84,808-55.8% |
| Participation rate | 9.7% | 62.2%-52.5pp | 72.1%-62.5pp | 68.3%-58.6pp |
| Annual return | 20.50% | 18.17%+2.3pp | 24.33%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $115 | $2,134-94.6% | $3,400-96.6% | $2,631-95.6% |
| Participant deferral / active EE | $1,369 | $3,168-56.8% | $4,692-70.8% | $4,212-67.5% |
| Admin fee / account holder | $678 | $6,369-89.4% | $11,386-94.0% | $7,344-90.8% |