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 10-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 | $42,523 | $46,553-8.7% | $64,056-33.6% | $75,163-43.4% |
| Participation rate | 39.2% | 65.9%-26.7pp | 72.3%-33.1pp | 67.2%-28.0pp |
| Annual return | 17.59% | 26.03%-8.4pp | 33.69%-16.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,495 | $2,837-12.0% | $3,880-35.7% | $4,125-39.5% |
| Admin fee / account holder | $3,555 | $2,952+20.4% | $3,068+15.9% | $5,651-37.1% |