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 | $25,356 | $40,256-37.0% | $57,343-55.8% | $59,632-57.5% |
| Participation rate | 17.3% | 69.2%-51.8pp | 75.1%-57.8pp | 68.7%-51.3pp |
| Annual return | -1.81% | 27.49%-29.3pp | 24.39%-26.2pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $59 | $1,922-96.9% | $2,689-97.8% | $2,203-97.3% |
| Participant deferral / active EE | $711 | $2,399-70.4% | $3,162-77.5% | $3,192-77.7% |
| Admin fee / account holder | $390 | $2,818-86.2% | $3,356-88.4% | $4,297-90.9% |