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 7-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 | $15,660 | $69,010-77.3% | $159,960-90.2% | $68,494-77.1% |
| Participation rate | 43.2% | 65.4%-22.2pp | 78.0%-34.7pp | 67.9%-24.6pp |
| Annual return | -16.92% | -9.65%-7.3pp | 408.60%-425.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $45 | $2,213-98.0% | $4,226-98.9% | $2,596-98.3% |
| Participant deferral / active EE | $1,951 | $4,212-53.7% | $6,182-68.4% | $4,027-51.5% |
| Admin fee / account holder | $1,386 | $4,798-71.1% | $8,698-84.1% | $5,403-74.3% |