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 | $35,674 | $95,862-62.8% | $79,550-55.2% | $134,475-73.5% |
| Participation rate | 47.4% | 75.0%-27.7pp | 69.5%-22.1pp | 81.2%-33.9pp |
| Annual return | -16.39% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $329 | $3,128-89.5% | $2,413-86.4% | $4,740-93.1% |
| Participant deferral / active EE | $1,789 | $4,693-61.9% | $3,985-55.1% | $6,400-72.0% |
| Admin fee / account holder | $1,503 | $9,126-83.5% | $6,832-78.0% | $11,426-86.8% |