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 | $24,558 | $82,664-70.3% | $125,339-80.4% | $68,494-64.1% |
| Participation rate | 59.4% | 75.0%-15.7pp | 82.4%-23.0pp | 67.9%-8.5pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $383 | $3,381-88.7% | $4,814-92.1% | $2,596-85.3% |
| Participant deferral / active EE | $4,327 | $6,110-29.2% | $7,446-41.9% | $4,027+7.5% |
| Admin fee / account holder | $2,134 | $6,275-66.0% | $10,010-78.7% | $5,403-60.5% |