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 7-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 | $133,110 | $180,449-26.2% | $154,107-13.6% | $135,375-1.7% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | -6.36% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $555 | $6,035-90.8% | $5,298-89.5% | $4,779-88.4% |
| Participant deferral / active EE | $2,805 | $5,806-51.7% | $5,081-44.8% | $5,609-50.0% |
| Admin fee / account holder | $5,317 | $16,143-67.1% | $13,411-60.4% | $10,827-50.9% |