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 8-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 | $14,686 | $27,641-46.9% | $61,373-76.1% | $68,494-78.6% |
| Participation rate | 55.6% | 39.5%+16.1pp | 52.6%+3.0pp | 67.9%-12.3pp |
| Annual return | -16.14% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3 | $695-99.5% | $1,159-99.7% | $2,596-99.9% |
| Participant deferral / active EE | $2,516 | $1,263+99.2% | $2,125+18.4% | $4,027-37.5% |
| Admin fee / account holder | $1,232 | $2,010-38.7% | $2,130-42.1% | $5,403-77.2% |