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 | $52,209 | $76,000-31.3% | $154,107-66.1% | $64,186-18.7% |
| Participation rate | 35.0% | 70.4%-35.4pp | 83.0%-48.0pp | 69.6%-34.6pp |
| Annual return | -4.86% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2 | $3,351-99.9% | $5,298-100.0% | $2,381-99.9% |
| Participant deferral / active EE | $3,337 | $3,175+5.1% | $5,081-34.3% | $3,470-3.8% |
| Admin fee / account holder | $390 | $5,596-93.0% | $13,411-97.1% | $4,888-92.0% |