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 | $34,874 | $59,805-41.7% | $79,550-56.2% | $68,494-49.1% |
| Participation rate | 52.9% | 61.1%-8.1pp | 69.5%-16.5pp | 67.9%-14.9pp |
| Annual return | -14.85% | -12.30%-2.5pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,524 | $3,024+16.5% | $3,985-11.6% | $4,027-12.5% |
| Admin fee / account holder | $1,963 | $4,835-59.4% | $6,832-71.3% | $5,403-63.7% |