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 | $72,396 | $42,383+70.8% | $76,523-5.4% | $64,186+12.8% |
| Participation rate | 48.1% | 58.1%-10.0pp | 68.0%-19.8pp | 69.6%-21.4pp |
| Annual return | -5.67% | -16.54%+10.9pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,015 | $2,566+17.5% | $3,835-21.4% | $3,470-13.1% |
| Admin fee / account holder | $3,192 | $3,198-0.2% | $4,848-34.2% | $4,888-34.7% |