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 9-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 | $43,031 | $80,673-46.7% | $101,326-57.5% | $84,808-49.3% |
| Participation rate | 41.6% | 77.8%-36.2pp | 81.5%-39.9pp | 68.3%-26.8pp |
| Annual return | 17.97% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,104 | $6,840-25.4% | $7,994-36.2% | $4,212+21.2% |
| Admin fee / account holder | $4,149 | $12,784-67.5% | $11,185-62.9% | $7,344-43.5% |