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 | $148,285 | $46,674+217.7% | $117,472+26.2% | $68,494+116.5% |
| Participation rate | 63.0% | 56.8%+6.2pp | 70.6%-7.6pp | 67.9%-4.9pp |
| Annual return | -18.21% | -14.52%-3.7pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,554 | $2,636-3.1% | $4,070-37.3% | $4,027-36.6% |
| Admin fee / account holder | $2,394 | $4,020-40.4% | $5,645-57.6% | $5,403-55.7% |