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 | $27,408 | $59,805-54.2% | $79,550-65.5% | $68,494-60.0% |
| Participation rate | 37.2% | 61.1%-23.9pp | 69.5%-32.3pp | 67.9%-30.7pp |
| Annual return | -6.07% | -12.30%+6.2pp | 0.16%-6.2pp | -7.84%+1.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,058 | $3,024-32.0% | $3,985-48.4% | $4,027-48.9% |
| Admin fee / account holder | $1,989 | $4,835-58.9% | $6,832-70.9% | $5,403-63.2% |