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 | $27,500 | $91,538-70.0% | $129,995-78.8% | $75,163-63.4% |
| Participation rate | 43.8% | 71.4%-27.7pp | 78.5%-34.7pp | 67.2%-23.4pp |
| Annual return | 52.80% | -631.11%+683.9pp | -137.18%+190.0pp | 160.62%-107.8pp |
| Employer contribution / active EE | $635 | $2,845-77.7% | $4,320-85.3% | $2,670-76.2% |
| Participant deferral / active EE | $2,312 | $4,341-46.7% | $5,820-60.3% | $4,125-44.0% |
| Admin fee / account holder | $1,266 | $6,790-81.3% | $10,614-88.1% | $5,651-77.6% |