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.
Participant 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 | $25,702 | $54,350-52.7% | $82,719-68.9% | $68,494-62.5% |
| Participation rate | 57.5% | 63.9%-6.4pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -16.04% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $269 | $2,218-87.9% | $3,009-91.1% | $2,596-89.6% |
| Participant deferral / active EE | $577 | $3,246-82.2% | $4,395-86.9% | $4,027-85.7% |
| Admin fee / account holder | $621 | $4,395-85.9% | $5,329-88.3% | $5,403-88.5% |