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 | $133,007 | $81,900+62.4% | $119,609+11.2% | $68,494+94.2% |
| Participation rate | 35.7% | 71.9%-36.2pp | 79.3%-43.5pp | 67.9%-32.2pp |
| Annual return | -18.18% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $653 | $2,693-75.8% | $4,232-84.6% | $2,596-74.9% |
| Participant deferral / active EE | $2,853 | $4,148-31.2% | $5,602-49.1% | $4,027-29.2% |
| Admin fee / account holder | $23,302 | $6,582+254.0% | $10,323+125.7% | $5,403+331.3% |