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 | $22,399 | $64,480-65.3% | $81,382-72.5% | $80,856-72.3% |
| Participation rate | 22.9% | 63.9%-41.0pp | 69.5%-46.6pp | 67.6%-44.8pp |
| Annual return | 18.27% | 16.34%+1.9pp | 24.73%-6.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $373 | $1,978-81.1% | $2,463-84.8% | $2,755-86.5% |
| Participant deferral / active EE | $1,268 | $3,094-59.0% | $3,883-67.3% | $4,296-70.5% |
| Admin fee / account holder | $554 | $5,671-90.2% | $5,768-90.4% | $6,918-92.0% |