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 | $52,902 | $59,805-11.5% | $79,550-33.5% | $68,494-22.8% |
| Participation rate | 54.9% | 61.1%-6.2pp | 69.5%-14.6pp | 67.9%-13.0pp |
| Annual return | -18.29% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $211 | $1,505-86.0% | $2,413-91.3% | $2,596-91.9% |
| Participant deferral / active EE | $1,615 | $3,024-46.6% | $3,985-59.5% | $4,027-59.9% |
| Admin fee / account holder | $866 | $4,835-82.1% | $6,832-87.3% | $5,403-84.0% |