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 7-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 | $20,425 | $167,307-87.8% | $143,757-85.8% | $134,475-84.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.63% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,015 | $5,619-81.9% | $4,951-79.5% | $4,740-78.6% |
| Participant deferral / active EE | $2,479 | $6,446-61.5% | $5,637-56.0% | $6,400-61.3% |
| Admin fee / account holder | $302 | $18,088-98.3% | $14,673-97.9% | $11,426-97.4% |