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 | $36,263 | $51,197-29.2% | $82,719-56.2% | $66,914-45.8% |
| Participation rate | 24.0% | 67.8%-43.8pp | 72.6%-48.6pp | 69.8%-45.8pp |
| Annual return | -14.36% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $712 | $2,611-72.7% | $3,009-76.3% | $2,544-72.0% |
| Participant deferral / active EE | $637 | $3,458-81.6% | $4,395-85.5% | $4,237-85.0% |
| Admin fee / account holder | $635 | $416+52.8% | $5,329-88.1% | $593+7.0% |