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 5-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 | $25,280 | $73,867-65.8% | $143,757-82.4% | $68,494-63.1% |
| Participation rate | 40.5% | 66.7%-26.1pp | 80.3%-39.8pp | 67.9%-27.3pp |
| Annual return | -15.46% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $347 | $3,184-89.1% | $4,951-93.0% | $2,596-86.6% |
| Participant deferral / active EE | $3,139 | $3,384-7.2% | $5,637-44.3% | $4,027-22.1% |
| Admin fee / account holder | $495 | $5,755-91.4% | $14,673-96.6% | $5,403-90.8% |