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 | $27,869 | $76,000-63.3% | $154,107-81.9% | $64,186-56.6% |
| Participation rate | 31.6% | 70.4%-38.8pp | 83.0%-51.5pp | 69.6%-38.0pp |
| Annual return | -4.31% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $226 | $3,351-93.3% | $5,298-95.7% | $2,381-90.5% |
| Participant deferral / active EE | $1,660 | $3,175-47.7% | $5,081-67.3% | $3,470-52.2% |
| Admin fee / account holder | $5,868 | $5,596+4.9% | $13,411-56.2% | $4,888+20.1% |