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 | $28,287 | $91,538-69.1% | $129,995-78.2% | $75,163-62.4% |
| Participation rate | 65.7% | 71.4%-5.8pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 83.12% | -631.11%+714.2pp | -137.18%+220.3pp | 160.62%-77.5pp |
| Employer contribution / active EE | $440 | $2,845-84.5% | $4,320-89.8% | $2,670-83.5% |
| Participant deferral / active EE | $4,565 | $4,341+5.2% | $5,820-21.6% | $4,125+10.7% |
| Admin fee / account holder | $2,233 | $6,790-67.1% | $10,614-79.0% | $5,651-60.5% |