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 | $42,836 | $45,566-6.0% | $64,105-33.2% | $59,632-28.2% |
| Participation rate | 47.6% | 60.2%-12.5pp | 68.2%-20.6pp | 68.7%-21.1pp |
| Annual return | -2.33% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $134 | $934-85.7% | $1,820-92.7% | $2,203-93.9% |
| Participant deferral / active EE | $1,464 | $2,057-28.8% | $2,822-48.1% | $3,192-54.1% |
| Admin fee / account holder | $1,219 | $3,268-62.7% | $4,499-72.9% | $4,297-71.6% |