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 | $30,205 | $34,308-12.0% | $74,701-59.6% | $72,985-58.6% |
| Participation rate | 25.7% | 42.4%-16.7pp | 54.5%-28.7pp | 69.5%-43.8pp |
| Annual return | 20.50% | 26.58%-6.1pp | 752.92%-732.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $679 | $1,271-46.6% | $1,964-65.4% | $3,607-81.2% |
| Admin fee / account holder | $968 | $2,124-54.4% | $3,333-71.0% | $5,124-81.1% |