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 | $50,753 | $52,519-3.4% | $155,790-67.4% | $59,632-14.9% |
| Participation rate | 32.9% | 61.7%-28.8pp | 76.1%-43.2pp | 68.7%-35.7pp |
| Annual return | -1.18% | 53.51%-54.7pp | 71.54%-72.7pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $114 | $1,589-92.8% | $3,836-97.0% | $2,203-94.8% |
| Participant deferral / active EE | $1,401 | $3,084-54.6% | $4,797-70.8% | $3,192-56.1% |
| Admin fee / account holder | $4,136 | $3,540+16.8% | $7,478-44.7% | $4,297-3.7% |