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 8-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 | $26,317 | $42,894-38.6% | $60,874-56.8% | $68,494-61.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 73.1%-39.8pp | 67.9%-34.6pp |
| Annual return | -9.24% | -13.98%+4.7pp | 16.90%-26.1pp | -7.84%-1.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,367 | $2,867+52.3% | $3,817+14.4% | $4,027+8.4% |
| Admin fee / account holder | $2,573 | $3,101-17.0% | $3,224-20.2% | $5,403-52.4% |