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 | $23,805 | $48,265-50.7% | $68,791-65.4% | $68,494-65.2% |
| Participation rate | 28.3% | 60.7%-32.4pp | 69.0%-40.8pp | 67.9%-39.6pp |
| Annual return | 83.22% | -12.71%+95.9pp | -6.38%+89.6pp | -7.84%+91.1pp |
| Employer contribution / active EE | $13 | $1,829-99.3% | $2,655-99.5% | $2,596-99.5% |
| Participant deferral / active EE | $1,913 | $2,867-33.3% | $3,941-51.5% | $4,027-52.5% |
| Admin fee / account holder | $21,255 | $4,355+388.0% | $4,932+331.0% | $5,403+293.4% |