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 | $31,936 | $56,199-43.2% | $67,652-52.8% | $59,632-46.4% |
| Participation rate | 69.4% | 71.5%-2.0pp | 75.7%-6.2pp | 68.7%+0.8pp |
| Annual return | 0.55% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $239 | $1,614-85.2% | $2,266-89.4% | $2,203-89.1% |
| Participant deferral / active EE | $1,761 | $2,844-38.1% | $3,560-50.5% | $3,192-44.8% |
| Admin fee / account holder | $1,681 | $3,958-57.5% | $4,821-65.1% | $4,297-60.9% |