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 | $19,971 | $42,894-53.4% | $60,874-67.2% | $68,494-70.8% |
| Participation rate | 52.3% | 66.8%-14.5pp | 73.1%-20.8pp | 67.9%-15.6pp |
| Annual return | -11.31% | -13.98%+2.7pp | 16.90%-28.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $340 | $1,978-82.8% | $2,701-87.4% | $2,596-86.9% |
| Participant deferral / active EE | $1,869 | $2,867-34.8% | $3,817-51.0% | $4,027-53.6% |
| Admin fee / account holder | $1,108 | $3,101-64.3% | $3,224-65.6% | $5,403-79.5% |