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 | $70,210 | $76,670-8.4% | $96,683-27.4% | $71,457-1.7% |
| Participation rate | 39.8% | 66.6%-26.8pp | 74.3%-34.5pp | 67.9%-28.1pp |
| Annual return | 21.28% | 48.29%-27.0pp | 35.69%-14.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $381 | $3,031-87.4% | $3,737-89.8% | $2,588-85.3% |
| Participant deferral / active EE | $2,159 | $3,771-42.7% | $4,878-55.7% | $4,289-49.6% |
| Admin fee / account holder | $3,878 | $2,028+91.2% | $6,730-42.4% | $1,587+144.3% |