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.
Participant 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 | $145,632 | $54,380+167.8% | $68,509+112.6% | $59,632+144.2% |
| Participation rate | 5.0% | 70.2%-65.2pp | 74.7%-69.7pp | 68.7%-63.7pp |
| Annual return | -0.21% | 2.83%-3.0pp | 8.27%-8.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $399 | $1,539-74.0% | $2,278-82.5% | $2,203-81.9% |
| Participant deferral / active EE | $527 | $2,643-80.1% | $3,382-84.4% | $3,192-83.5% |
| Admin fee / account holder | $37,500 | $3,885+865.2% | $5,275+611.0% | $4,297+772.7% |