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 | $33,246 | $138,065-75.9% | $123,544-73.1% | $135,375-75.4% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -8.42% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $633 | $5,151-87.7% | $4,628-86.3% | $4,779-86.7% |
| Participant deferral / active EE | $3,569 | $6,799-47.5% | $6,426-44.5% | $5,609-36.4% |
| Admin fee / account holder | $319 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |