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 | $53,107 | $72,404-26.7% | $110,238-51.8% | $64,186-17.3% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.5pp | 69.6%-36.2pp |
| Annual return | -4.10% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $462 | $2,282-79.7% | $3,826-87.9% | $2,381-80.6% |
| Participant deferral / active EE | $1,811 | $3,469-47.8% | $4,672-61.2% | $3,470-47.8% |
| Admin fee / account holder | $1,164 | $5,664-79.5% | $8,547-86.4% | $4,888-76.2% |