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 | $33,751 | $71,883-53.0% | $86,677-61.1% | $68,494-50.7% |
| Participation rate | 42.1% | 72.2%-30.1pp | 76.6%-34.5pp | 67.9%-25.8pp |
| Annual return | -15.37% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $530 | $2,173-75.6% | $2,836-81.3% | $2,596-79.6% |
| Participant deferral / active EE | $2,257 | $3,779-40.3% | $4,656-51.5% | $4,027-43.9% |
| Admin fee / account holder | $313 | $6,112-94.9% | $7,493-95.8% | $5,403-94.2% |