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 | $16,053 | $76,000-78.9% | $154,107-89.6% | $64,186-75.0% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -2.11% | 30.32%-32.4pp | 735.12%-737.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $209 | $3,351-93.8% | $5,298-96.1% | $2,381-91.2% |
| Participant deferral / active EE | $1,222 | $3,175-61.5% | $5,081-75.9% | $3,470-64.8% |
| Admin fee / account holder | $2,669 | $5,596-52.3% | $13,411-80.1% | $4,888-45.4% |