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 | $133,016 | $59,805+122.4% | $79,550+67.2% | $68,494+94.2% |
| Participation rate | 43.6% | 61.1%-17.5pp | 69.5%-25.9pp | 67.9%-24.3pp |
| Annual return | -9.33% | -12.30%+3.0pp | 0.16%-9.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,843 | $3,024+93.2% | $3,985+46.6% | $4,027+45.1% |
| Admin fee / account holder | $23,221 | $4,835+380.3% | $6,832+239.9% | $5,403+329.8% |