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 | $24,732 | $77,813-68.2% | $123,544-80.0% | $64,186-61.5% |
| Participation rate | 48.9% | 74.7%-25.8pp | 82.3%-33.4pp | 69.6%-20.7pp |
| Annual return | -6.69% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $353 | $3,014-88.3% | $4,628-92.4% | $2,381-85.2% |
| Participant deferral / active EE | $4,824 | $5,240-7.9% | $6,426-24.9% | $3,470+39.0% |
| Admin fee / account holder | $7,221 | $5,519+30.8% | $9,284-22.2% | $4,888+47.7% |