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 | $19,187 | $30,732-37.6% | $59,496-67.7% | $59,632-67.8% |
| Participation rate | 42.9% | 43.2%-0.4pp | 54.6%-11.7pp | 68.7%-25.8pp |
| Annual return | -3.22% | 4.47%-7.7pp | 182.05%-185.3pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $501 | $1,183-57.7% | $1,829-72.6% | $3,192-84.3% |
| Admin fee / account holder | $816 | $2,136-61.8% | $2,232-63.5% | $4,297-81.0% |