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 | $72,935 | $73,867-1.3% | $143,757-49.3% | $68,494+6.5% |
| Participation rate | 34.3% | 66.7%-32.4pp | 80.3%-46.0pp | 67.9%-33.6pp |
| Annual return | -11.49% | 1.01%-12.5pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $318 | $3,184-90.0% | $4,951-93.6% | $2,596-87.7% |
| Participant deferral / active EE | $3,800 | $3,384+12.3% | $5,637-32.6% | $4,027-5.7% |
| Admin fee / account holder | $2,773 | $5,755-51.8% | $14,673-81.1% | $5,403-48.7% |