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 10-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 | $32,796 | $74,927-56.2% | $101,794-67.8% | $84,808-61.3% |
| Participation rate | 20.4% | 61.4%-41.0pp | 69.2%-48.8pp | 68.3%-47.9pp |
| Annual return | 23.06% | 18.70%+4.4pp | 30.53%-7.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,474 | $3,099-20.2% | $4,084-39.4% | $4,212-41.3% |
| Admin fee / account holder | $1,378 | $6,514-78.8% | $8,777-84.3% | $7,344-81.2% |