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 3-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 | $8,495 | $80,717-89.5% | $154,803-94.5% | $84,808-90.0% |
| Participation rate | 33.7% | 66.8%-33.1pp | 78.1%-44.3pp | 68.3%-34.6pp |
| Annual return | 27.91% | 37.96%-10.0pp | 58.88%-31.0pp | 40.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $945 | $3,303-71.4% | $5,540-82.9% | $4,212-77.6% |
| Admin fee / account holder | $1,265 | $6,746-81.3% | $14,329-91.2% | $7,344-82.8% |