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 | $32,242 | $73,867-56.4% | $143,757-77.6% | $68,494-52.9% |
| Participation rate | 24.1% | 66.7%-42.5pp | 80.3%-56.2pp | 67.9%-43.8pp |
| Annual return | -14.37% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $391 | $3,184-87.7% | $4,951-92.1% | $2,596-85.0% |
| Participant deferral / active EE | $967 | $3,384-71.4% | $5,637-82.9% | $4,027-76.0% |
| Admin fee / account holder | $4,216 | $5,755-26.7% | $14,673-71.3% | $5,403-22.0% |