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 | $31,612 | $97,757-67.7% | $83,848-62.3% | $135,375-76.6% |
| Participation rate | 23.5% | 80.0%-56.4pp | 76.1%-52.6pp | 82.6%-59.1pp |
| Annual return | -8.14% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $399 | $4,222-90.5% | $3,631-89.0% | $4,779-91.7% |
| Participant deferral / active EE | $3,124 | $4,682-33.3% | $4,082-23.5% | $5,609-44.3% |
| Admin fee / account holder | $468 | $6,674-93.0% | $5,478-91.4% | $10,827-95.7% |