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 | $30,156 | $31,679-4.8% | $74,701-59.6% | $65,185-53.7% |
| Participation rate | 37.0% | 40.4%-3.4pp | 54.5%-17.5pp | 70.2%-33.2pp |
| Annual return | 20.50% | 39.04%-18.5pp | 752.92%-732.4pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,296 | $1,191+8.8% | $1,964-34.0% | $3,514-63.1% |
| Admin fee / account holder | $589 | $379+55.5% | $3,333-82.3% | $847-30.5% |