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 | $45,686 | $64,707-29.4% | $112,228-59.3% | $68,494-33.3% |
| Participation rate | 29.4% | 67.2%-37.7pp | 75.1%-45.6pp | 67.9%-38.5pp |
| Annual return | -14.28% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $489 | $2,746-82.2% | $3,635-86.5% | $2,596-81.2% |
| Participant deferral / active EE | $2,450 | $3,565-31.3% | $4,728-48.2% | $4,027-39.2% |
| Admin fee / account holder | $4,040 | $5,232-22.8% | $6,410-37.0% | $5,403-25.2% |