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 | $49,783 | $49,138+1.3% | $84,015-40.7% | $65,185-23.6% |
| Participation rate | 46.2% | 60.7%-14.6pp | 69.0%-22.9pp | 70.2%-24.0pp |
| Annual return | 19.00% | 23.00%-4.0pp | 71.31%-52.3pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,908 | $2,397-20.4% | $3,239-41.1% | $3,514-45.7% |
| Admin fee / account holder | $5,116 | $543+841.5% | $6,101-16.1% | $847+503.9% |