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 | $44,575 | $48,230-7.6% | $67,502-34.0% | $80,856-44.9% |
| Participation rate | 49.2% | 66.4%-17.2pp | 72.9%-23.7pp | 67.6%-18.5pp |
| Annual return | 14.47% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $275 | $2,020-86.4% | $2,731-89.9% | $2,755-90.0% |
| Participant deferral / active EE | $2,435 | $2,924-16.7% | $4,000-39.1% | $4,296-43.3% |
| Admin fee / account holder | $681 | $3,681-81.5% | $3,998-83.0% | $6,918-90.2% |