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.
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 | $13,434 | $44,850-70.0% | $60,547-77.8% | $59,632-77.5% |
| Participation rate | 32.4% | 59.5%-27.1pp | 68.0%-35.6pp | 68.7%-36.3pp |
| Annual return | -2.80% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $404 | $2,230-81.9% | $3,328-87.9% | $3,192-87.3% |
| Admin fee / account holder | $699 | $3,635-80.8% | $4,536-84.6% | $4,297-83.7% |