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 | $132,559 | $142,344-6.9% | $119,609+10.8% | $134,475-1.4% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.3%-18.1pp | 81.2%-20.1pp |
| Annual return | -15.55% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $627 | $5,222-88.0% | $4,232-85.2% | $4,740-86.8% |
| Participant deferral / active EE | $4,386 | $6,469-32.2% | $5,602-21.7% | $6,400-31.5% |
| Admin fee / account holder | $31,491 | $13,584+131.8% | $10,323+205.0% | $11,426+175.6% |