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 | $19,572 | $61,774-68.3% | $97,226-79.9% | $80,856-75.8% |
| Participation rate | 44.8% | 63.5%-18.7pp | 72.7%-27.9pp | 67.6%-22.8pp |
| Annual return | 72.72% | -557.90%+630.6pp | 75.13%-2.4pp | 35.59%+37.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,385 | $3,029-54.3% | $4,264-67.5% | $4,296-67.8% |
| Admin fee / account holder | $617 | $5,166-88.1% | $5,654-89.1% | $6,918-91.1% |