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 | $200,241 | $142,344+40.7% | $119,609+67.4% | $134,475+48.9% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.3%-33.1pp | 81.2%-35.1pp |
| Annual return | -11.95% | -12.44%+0.5pp | -14.97%+3.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,918 | $6,469-24.0% | $5,602-12.2% | $6,400-23.1% |
| Admin fee / account holder | $3,575 | $13,584-73.7% | $10,323-65.4% | $11,426-68.7% |