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 | $31,563 | $76,912-59.0% | $129,110-75.6% | $68,494-53.9% |
| Participation rate | 23.1% | 69.1%-46.1pp | 77.3%-54.2pp | 67.9%-44.8pp |
| Annual return | -16.50% | -9.78%-6.7pp | -10.94%-5.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,686 | $4,732-43.2% | $6,542-58.9% | $4,027-33.3% |
| Admin fee / account holder | $13,402 | $6,638+101.9% | $14,302-6.3% | $5,403+148.1% |