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 | $72,658 | $93,024-21.9% | $77,024-5.7% | $134,475-46.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -15.10% | 62.60%-77.7pp | 42.32%-57.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $310 | $3,418-90.9% | $2,812-89.0% | $4,740-93.5% |
| Participant deferral / active EE | $3,642 | $5,238-30.5% | $4,426-17.7% | $6,400-43.1% |
| Admin fee / account holder | $3,028 | $6,944-56.4% | $5,425-44.2% | $11,426-73.5% |