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 | $15,062 | $34,308-56.1% | $74,701-79.8% | $72,985-79.4% |
| Participation rate | 44.1% | 42.4%+1.7pp | 54.5%-10.4pp | 69.5%-25.4pp |
| Annual return | 17.83% | 26.58%-8.8pp | 752.92%-735.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $54 | $692-92.2% | $1,084-95.0% | $2,440-97.8% |
| Participant deferral / active EE | $878 | $1,271-31.0% | $1,964-55.3% | $3,607-75.7% |
| Admin fee / account holder | $304 | $2,124-85.7% | $3,333-90.9% | $5,124-94.1% |