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 | $42,736 | $64,707-34.0% | $112,228-61.9% | $68,494-37.6% |
| Participation rate | 30.6% | 67.2%-36.5pp | 75.1%-44.4pp | 67.9%-37.3pp |
| Annual return | -15.95% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $512 | $2,746-81.3% | $3,635-85.9% | $2,596-80.3% |
| Participant deferral / active EE | $2,466 | $3,565-30.8% | $4,728-47.8% | $4,027-38.8% |
| Admin fee / account holder | $1,046 | $5,232-80.0% | $6,410-83.7% | $5,403-80.6% |