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 | $34,128 | $82,664-58.7% | $125,339-72.8% | $68,494-50.2% |
| Participation rate | 64.5% | 75.0%-10.5pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -10.47% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $464 | $3,381-86.3% | $4,814-90.4% | $2,596-82.1% |
| Participant deferral / active EE | $6,504 | $6,110+6.4% | $7,446-12.7% | $4,027+61.5% |
| Admin fee / account holder | $2,529 | $6,275-59.7% | $10,010-74.7% | $5,403-53.2% |