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 9-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 | $60,453 | $95,803-36.9% | $113,168-46.6% | $84,808-28.7% |
| Participation rate | 50.6% | 72.9%-22.3pp | 76.6%-26.0pp | 68.3%-17.7pp |
| Annual return | 27.72% | 25.00%+2.7pp | 24.27%+3.5pp | 40.90%-13.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,652 | $4,242+80.4% | $5,107+49.8% | $4,212+81.7% |
| Admin fee / account holder | $5,824 | $8,989-35.2% | $12,068-51.7% | $7,344-20.7% |