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 | $41,951 | $109,881-61.8% | $150,045-72.0% | $84,808-50.5% |
| Participation rate | 48.8% | 76.1%-27.3pp | 82.3%-33.5pp | 68.3%-19.5pp |
| Annual return | 41.52% | 28.25%+13.3pp | 62.55%-21.0pp | 40.90%+0.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,731 | $6,636-58.8% | $7,997-65.9% | $4,212-35.2% |
| Admin fee / account holder | $12,987 | $8,568+51.6% | $13,435-3.3% | $7,344+76.8% |