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 | $11,227 | $45,863-75.5% | $77,024-85.4% | $68,494-83.6% |
| Participation rate | 23.1% | 55.9%-32.8pp | 67.9%-44.8pp | 67.9%-44.8pp |
| Annual return | -16.48% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $154 | $1,650-90.7% | $2,812-94.5% | $2,596-94.1% |
| Participant deferral / active EE | $784 | $2,962-73.5% | $4,426-82.3% | $4,027-80.5% |
| Admin fee / account holder | $1,138 | $3,041-62.6% | $5,425-79.0% | $5,403-78.9% |