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 | $70,439 | $73,102-3.6% | $123,544-43.0% | $56,287+25.1% |
| Participation rate | 27.8% | 74.3%-46.5pp | 82.3%-54.5pp | 69.9%-42.0pp |
| Annual return | -6.09% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,142 | $5,423+31.7% | $6,426+11.2% | $3,350+113.2% |
| Admin fee / account holder | $7,432 | $554+1242.1% | $9,284-20.0% | $521+1326.6% |