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 4-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 | $14,656 | $54,517-73.1% | $75,972-80.7% | $74,495-80.3% |
| Participation rate | 14.7% | 60.3%-45.7pp | 69.1%-54.4pp | 67.2%-52.5pp |
| Annual return | 11.19% | 31.82%-20.6pp | 359.55%-348.4pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $896 | $3,066-70.8% | $4,255-79.0% | $4,346-79.4% |
| Admin fee / account holder | $621 | $2,229-72.1% | $6,467-90.4% | $1,942-68.0% |