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 7-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.
Participant 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 | $19,150 | $99,640-80.8% | $86,436-77.8% | $134,475-85.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.55% | 6782.58%-6802.1pp | 4394.89%-4414.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,114 | $4,400-74.7% | $3,769-70.4% | $4,740-76.5% |
| Participant deferral / active EE | $2,238 | $7,246-69.1% | $6,952-67.8% | $6,400-65.0% |
| Admin fee / account holder | $342 | $8,371-95.9% | $6,731-94.9% | $11,426-97.0% |