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 | $21,890 | $78,926-72.3% | $136,749-84.0% | $84,808-74.2% |
| Participation rate | 35.1% | 62.2%-27.1pp | 72.1%-37.1pp | 68.3%-33.3pp |
| Annual return | 16.36% | 18.17%-1.8pp | 24.33%-8.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,189 | $3,168-62.5% | $4,692-74.7% | $4,212-71.8% |
| Admin fee / account holder | $2,096 | $6,369-67.1% | $11,386-81.6% | $7,344-71.5% |