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 | $52,502 | $91,538-42.6% | $129,995-59.6% | $75,163-30.1% |
| Participation rate | 49.1% | 71.4%-22.3pp | 78.5%-29.4pp | 67.2%-18.1pp |
| Annual return | 14.81% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $556 | $2,845-80.5% | $4,320-87.1% | $2,670-79.2% |
| Participant deferral / active EE | $2,965 | $4,341-31.7% | $5,820-49.0% | $4,125-28.1% |
| Admin fee / account holder | $5,186 | $6,790-23.6% | $10,614-51.1% | $5,651-8.2% |