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 6-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 | $18,714 | $92,703-79.8% | $82,719-77.4% | $134,475-86.1% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -15.83% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,137 | $4,802-76.3% | $4,395-74.1% | $6,400-82.2% |
| Admin fee / account holder | $5,225 | $5,983-12.7% | $5,329-1.9% | $11,426-54.3% |