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 | $43,011 | $67,411-36.2% | $91,001-52.7% | $70,131-38.7% |
| Participation rate | 56.6% | 71.4%-14.7pp | 75.6%-19.0pp | 69.5%-12.9pp |
| Annual return | 13.87% | -40.16%+54.0pp | 4.60%+9.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $296 | $1,786-83.4% | $2,456-87.9% | $2,342-87.4% |
| Participant deferral / active EE | $1,309 | $2,823-53.6% | $3,547-63.1% | $3,332-60.7% |
| Admin fee / account holder | $8,933 | $4,236+110.9% | $5,417+64.9% | $4,645+92.3% |