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 | $55,076 | $49,280+11.8% | $67,313-18.2% | $64,186-14.2% |
| Participation rate | 41.9% | 60.8%-18.8pp | 69.1%-27.1pp | 69.6%-27.6pp |
| Annual return | -4.40% | -1.39%-3.0pp | -4.08%-0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $123 | $1,668-92.6% | $2,566-95.2% | $2,381-94.8% |
| Participant deferral / active EE | $1,303 | $2,484-47.5% | $3,568-63.5% | $3,470-62.4% |
| Admin fee / account holder | $21,073 | $3,863+445.6% | $4,507+367.6% | $4,888+331.1% |