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 | $122,888 | $104,106+18.0% | $71,086+72.9% | $135,375-9.2% |
| Participation rate | 45.0% | 65.7%-20.7pp | 54.7%-9.7pp | 82.6%-37.6pp |
| Annual return | -7.84% | 1256.30%-1264.1pp | 650.59%-658.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,348 | $2,527-7.1% | $1,874+25.3% | $5,609-58.1% |
| Admin fee / account holder | $6,774 | $4,142+63.6% | $3,082+119.8% | $10,827-37.4% |