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 6-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 | $27,454 | $64,480-57.4% | $81,382-66.3% | $80,856-66.0% |
| Participation rate | 40.7% | 63.9%-23.1pp | 69.5%-28.7pp | 67.6%-26.9pp |
| Annual return | 13.54% | 16.34%-2.8pp | 24.73%-11.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,840 | $3,094-40.5% | $3,883-52.6% | $4,296-57.2% |
| Admin fee / account holder | $1,334 | $5,671-76.5% | $5,768-76.9% | $6,918-80.7% |