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 | $64,921 | $95,971-32.4% | $74,550-12.9% | $135,375-52.0% |
| Participation rate | 56.5% | 75.7%-19.1pp | 69.1%-12.6pp | 82.6%-26.1pp |
| Annual return | -3.37% | 56.96%-60.3pp | 32.53%-35.9pp | 519.73%-523.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,528 | $3,843-60.3% | $3,108-50.8% | $5,609-72.8% |
| Admin fee / account holder | $10,647 | $6,522+63.3% | $5,060+110.4% | $10,827-1.7% |