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 | $23,484 | $117,983-80.1% | $101,794-76.9% | $142,382-83.5% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.2%-41.9pp | 80.1%-52.8pp |
| Annual return | 19.56% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,403 | $4,714-49.0% | $4,084-41.2% | $6,507-63.1% |
| Admin fee / account holder | $350 | $10,433-96.6% | $8,777-96.0% | $12,624-97.2% |