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 | $35,180 | $135,635-74.1% | $110,238-68.1% | $135,375-74.0% |
| Participation rate | 31.8% | 83.5%-51.6pp | 79.8%-48.0pp | 82.6%-50.8pp |
| Annual return | -7.81% | 513.19%-521.0pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $202 | $4,906-95.9% | $3,826-94.7% | $4,779-95.8% |
| Participant deferral / active EE | $2,913 | $5,506-47.1% | $4,672-37.6% | $5,609-48.1% |
| Admin fee / account holder | $652 | $11,457-94.3% | $8,547-92.4% | $10,827-94.0% |