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 | $46,093 | $78,694-41.4% | $67,652-31.9% | $125,391-63.2% |
| Participation rate | 56.3% | 78.8%-22.6pp | 75.7%-19.4pp | 83.2%-26.9pp |
| Annual return | -0.28% | 9.46%-9.7pp | 6625.04%-6625.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,980 | $4,292+62.6% | $3,560+96.1% | $5,352+30.4% |
| Admin fee / account holder | $1,911 | $7,403-74.2% | $4,821-60.4% | $9,540-80.0% |