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 | $18,863 | $97,044-80.6% | $83,333-77.4% | $135,375-86.1% |
| Participation rate | 52.9% | 80.4%-27.5pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | -7.34% | 12.31%-19.7pp | 10.63%-18.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,031 | $5,964-15.7% | $5,565-9.6% | $5,609-10.3% |
| Admin fee / account holder | $9,784 | $8,380+16.8% | $7,510+30.3% | $10,827-9.6% |