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 4-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 | $14,513 | $80,717-82.0% | $154,803-90.6% | $84,808-82.9% |
| Participation rate | 34.6% | 66.8%-32.2pp | 78.1%-43.5pp | 68.3%-33.7pp |
| Annual return | 14.32% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $57 | $2,761-97.9% | $4,305-98.7% | $2,631-97.8% |
| Participant deferral / active EE | $1,318 | $3,303-60.1% | $5,540-76.2% | $4,212-68.7% |
| Admin fee / account holder | $1,261 | $6,746-81.3% | $14,329-91.2% | $7,344-82.8% |