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 | $28,924 | $91,911-68.5% | $68,793-58.0% | $135,375-78.6% |
| Participation rate | 65.2% | 76.7%-11.5pp | 72.2%-7.0pp | 82.6%-17.4pp |
| Annual return | -4.93% | -8.22%+3.3pp | -4.63%-0.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $674 | $4,315-84.4% | $3,311-79.6% | $5,609-88.0% |
| Admin fee / account holder | $1,285 | $9,240-86.1% | $5,131-75.0% | $10,827-88.1% |