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 | $17,996 | $64,707-72.2% | $112,228-84.0% | $68,494-73.7% |
| Participation rate | 56.1% | 67.2%-11.1pp | 75.1%-19.0pp | 67.9%-11.8pp |
| Annual return | -16.78% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $613 | $2,746-77.7% | $3,635-83.1% | $2,596-76.4% |
| Participant deferral / active EE | $2,994 | $3,565-16.0% | $4,728-36.7% | $4,027-25.6% |
| Admin fee / account holder | $739 | $5,232-85.9% | $6,410-88.5% | $5,403-86.3% |