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 | $47,621 | $81,900-41.9% | $119,609-60.2% | $68,494-30.5% |
| Participation rate | 31.0% | 71.9%-40.9pp | 79.3%-48.2pp | 67.9%-36.9pp |
| Annual return | -16.76% | -23.82%+7.1pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $198 | $2,693-92.6% | $4,232-95.3% | $2,596-92.4% |
| Participant deferral / active EE | $1,929 | $4,148-53.5% | $5,602-65.6% | $4,027-52.1% |
| Admin fee / account holder | $14,573 | $6,582+121.4% | $10,323+41.2% | $5,403+169.7% |