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 4-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 | $33,356 | $100,326-66.8% | $180,183-81.5% | $84,808-60.7% |
| Participation rate | 46.4% | 71.0%-24.6pp | 77.4%-31.0pp | 68.3%-21.9pp |
| Annual return | 17.80% | 17.86%-0.1pp | 27.86%-10.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,142 | $5,066-18.2% | $6,822-39.3% | $4,212-1.7% |
| Admin fee / account holder | $3,543 | $9,674-63.4% | $19,975-82.3% | $7,344-51.8% |