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 8-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 | $56,975 | $81,460-30.1% | $103,333-44.9% | $80,856-29.5% |
| Participation rate | 46.3% | 66.8%-20.5pp | 74.5%-28.2pp | 67.6%-21.3pp |
| Annual return | 16.38% | 25.55%-9.2pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $469 | $3,105-84.9% | $3,868-87.9% | $2,755-83.0% |
| Participant deferral / active EE | $2,583 | $3,869-33.2% | $5,057-48.9% | $4,296-39.9% |
| Admin fee / account holder | $2,343 | $6,566-64.3% | $8,355-72.0% | $6,918-66.1% |