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 | $16,601 | $49,915-66.7% | $154,803-89.3% | $74,304-77.7% |
| Participation rate | 35.1% | 54.0%-18.9pp | 78.1%-43.0pp | 60.3%-25.3pp |
| Annual return | 13.10% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,849 | $2,255-18.0% | $5,540-66.6% | $3,767-50.9% |
| Admin fee / account holder | $2,617 | $2,189+19.6% | $14,329-81.7% | $2,969-11.8% |