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 | $165,793 | $175,600-5.6% | $129,110+28.4% | $134,475+23.3% |
| Participation rate | 11.1% | 81.6%-70.5pp | 77.3%-66.1pp | 81.2%-70.1pp |
| Annual return | -4.57% | -11.39%+6.8pp | -10.94%+6.4pp | 417.96%-422.5pp |
| Employer contribution / active EE | $271 | $6,355-95.7% | $5,052-94.6% | $4,740-94.3% |
| Participant deferral / active EE | $3,073 | $7,975-61.5% | $6,542-53.0% | $6,400-52.0% |
| Admin fee / account holder | $5,439 | $23,567-76.9% | $14,302-62.0% | $11,426-52.4% |