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 | $53,956 | $167,484-67.8% | $151,611-64.4% | $134,475-59.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.69% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,351 | $6,829-80.2% | $6,166-78.1% | $4,740-71.5% |
| Participant deferral / active EE | $5,197 | $8,986-42.2% | $8,363-37.9% | $6,400-18.8% |
| Admin fee / account holder | $338 | $13,783-97.6% | $11,616-97.1% | $11,426-97.0% |