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 | $18,774 | $30,732-38.9% | $59,496-68.4% | $59,632-68.5% |
| Participation rate | 23.5% | 43.2%-19.7pp | 54.6%-31.0pp | 68.7%-45.1pp |
| Annual return | -2.59% | 4.47%-7.1pp | 182.05%-184.6pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $392 | $1,183-66.8% | $1,829-78.5% | $3,192-87.7% |
| Admin fee / account holder | $452 | $2,136-78.8% | $2,232-79.8% | $4,297-89.5% |