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 7-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 | $29,349 | $51,576-43.1% | $129,207-77.3% | $80,856-63.7% |
| Participation rate | 21.0% | 57.0%-36.0pp | 69.6%-48.6pp | 67.6%-46.7pp |
| Annual return | 12.85% | 20.81%-8.0pp | 9417.33%-9404.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $251 | $1,584-84.2% | $4,153-94.0% | $2,755-90.9% |
| Participant deferral / active EE | $1,127 | $2,669-57.8% | $4,168-73.0% | $4,296-73.8% |
| Admin fee / account holder | $2,820 | $4,305-34.5% | $7,715-63.4% | $6,918-59.2% |