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 | $20,484 | $73,867-72.3% | $143,757-85.8% | $68,494-70.1% |
| Participation rate | 35.5% | 66.7%-31.2pp | 80.3%-44.8pp | 67.9%-32.4pp |
| Annual return | -12.34% | 1.01%-13.3pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $181 | $3,184-94.3% | $4,951-96.3% | $2,596-93.0% |
| Participant deferral / active EE | $1,261 | $3,384-62.7% | $5,637-77.6% | $4,027-68.7% |
| Admin fee / account holder | $1,499 | $5,755-74.0% | $14,673-89.8% | $5,403-72.3% |