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.
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 | $52,581 | $66,098-20.4% | $101,794-48.3% | $74,304-29.2% |
| Participation rate | 37.1% | 53.8%-16.7pp | 69.2%-32.1pp | 60.3%-23.3pp |
| Annual return | 17.06% | 19.59%-2.5pp | 30.53%-13.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $199 | $1,082-81.6% | $2,289-91.3% | $2,241-91.1% |
| Participant deferral / active EE | $1,564 | $2,781-43.8% | $4,084-61.7% | $3,767-58.5% |
| Admin fee / account holder | $3,517 | $4,146-15.2% | $8,777-59.9% | $2,969+18.5% |