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.
Participant 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 | $33,199 | $49,227-32.6% | $70,449-52.9% | $79,858-58.4% |
| Participation rate | 55.4% | 69.2%-13.8pp | 75.1%-19.7pp | 69.6%-14.3pp |
| Annual return | 17.90% | 30.06%-12.2pp | 109.03%-91.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,000 | $2,099+42.9% | $2,737+9.6% | $2,471+21.4% |
| Participant deferral / active EE | $820 | $2,768-70.4% | $3,709-77.9% | $3,740-78.1% |
| Admin fee / account holder | $439 | $2,878-84.8% | $3,845-88.6% | $5,306-91.7% |