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 | $37,426 | $55,230-32.2% | $79,550-53.0% | - |
| Participation rate | 47.5% | 62.4%-14.9pp | 69.5%-22.0pp | - |
| Annual return | -16.71% | -17.05%+0.3pp | 0.16%-16.9pp | - |
| Employer contribution / active EE | $422 | $1,304-67.7% | $2,413-82.5% | - |
| Participant deferral / active EE | $1,869 | $2,804-33.3% | $3,985-53.1% | - |
| Admin fee / account holder | $9,195 | $7,320+25.6% | $6,832+34.6% | - |