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 | $11,962 | $73,867-83.8% | $143,757-91.7% | $68,494-82.5% |
| Participation rate | 30.6% | 66.7%-36.1pp | 80.3%-49.8pp | 67.9%-37.3pp |
| Annual return | -17.90% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $6 | $3,184-99.8% | $4,951-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $1,533 | $3,384-54.7% | $5,637-72.8% | $4,027-61.9% |
| Admin fee / account holder | $736 | $5,755-87.2% | $14,673-95.0% | $5,403-86.4% |