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 | $89,967 | $59,805+50.4% | $79,550+13.1% | $68,494+31.3% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -5.38% | -12.30%+6.9pp | 0.16%-5.5pp | -7.84%+2.5pp |
| Employer contribution / active EE | $133 | $1,505-91.2% | $2,413-94.5% | $2,596-94.9% |
| Participant deferral / active EE | $4,531 | $3,024+49.8% | $3,985+13.7% | $4,027+12.5% |
| Admin fee / account holder | $1,376 | $4,835-71.5% | $6,832-79.9% | $5,403-74.5% |