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 | $32,098 | $45,863-30.0% | $77,024-58.3% | $68,494-53.1% |
| Participation rate | 60.5% | 55.9%+4.6pp | 67.9%-7.4pp | 67.9%-7.4pp |
| Annual return | -11.81% | 1.72%-13.5pp | 42.32%-54.1pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,217 | $2,962+109.9% | $4,426+40.4% | $4,027+54.4% |
| Admin fee / account holder | $362 | $3,041-88.1% | $5,425-93.3% | $5,403-93.3% |