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 | $39,755 | $32,117+23.8% | $71,086-44.1% | $64,186-38.1% |
| Participation rate | 20.0% | 42.7%-22.7pp | 54.7%-34.7pp | 69.6%-49.6pp |
| Annual return | -5.59% | -5.57%0pp | 650.59%-656.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $95 | $712-86.7% | $1,088-91.3% | $2,381-96.0% |
| Participant deferral / active EE | $676 | $1,263-46.5% | $1,874-64.0% | $3,470-80.5% |
| Admin fee / account holder | $4,239 | $2,759+53.6% | $3,082+37.5% | $4,888-13.3% |