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 | $84,225 | $92,222-8.7% | $76,768+9.7% | $135,375-37.8% |
| Participation rate | 16.7% | 79.8%-63.1pp | 77.0%-60.3pp | 82.6%-66.0pp |
| Annual return | -2.46% | 5.46%-7.9pp | 2.43%-4.9pp | 519.73%-522.2pp |
| Employer contribution / active EE | $539 | $3,216-83.2% | $2,485-78.3% | $4,779-88.7% |
| Participant deferral / active EE | $2,774 | $4,509-38.5% | $3,852-28.0% | $5,609-50.6% |
| Admin fee / account holder | $3,608 | $10,748-66.4% | $6,675-45.9% | $10,827-66.7% |