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 | $66,256 | $82,664-19.8% | $125,339-47.1% | $68,494-3.3% |
| Participation rate | 51.5% | 75.0%-23.6pp | 82.4%-30.9pp | 67.9%-16.4pp |
| Annual return | -12.71% | -5.97%-6.7pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $241 | $3,381-92.9% | $4,814-95.0% | $2,596-90.7% |
| Participant deferral / active EE | $2,789 | $6,110-54.4% | $7,446-62.6% | $4,027-30.8% |
| Admin fee / account holder | $14,615 | $6,275+132.9% | $10,010+46.0% | $5,403+170.5% |