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 | $48,051 | $95,803-49.8% | $113,168-57.5% | $84,808-43.3% |
| Participation rate | 39.3% | 72.9%-33.6pp | 76.6%-37.3pp | 68.3%-29.0pp |
| Annual return | 17.52% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,986 | $4,242-53.2% | $5,107-61.1% | $4,212-52.8% |
| Admin fee / account holder | $427 | $8,989-95.3% | $12,068-96.5% | $7,344-94.2% |