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 | $43,106 | $43,504-0.9% | $68,793-37.3% | $56,287-23.4% |
| Participation rate | 50.9% | 67.8%-16.9pp | 72.2%-21.3pp | 69.9%-18.9pp |
| Annual return | -5.39% | -3.15%-2.2pp | -4.63%-0.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $313 | $1,525-79.5% | $2,625-88.1% | $2,111-85.2% |
| Participant deferral / active EE | $1,362 | $2,509-45.7% | $3,311-58.9% | $3,350-59.3% |
| Admin fee / account holder | $1,516 | $515+194.3% | $5,131-70.5% | $521+191.0% |