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 9-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 | $7,697 | $67,331-88.6% | $60,874-87.4% | $134,475-94.3% |
| Participation rate | 15.8% | 76.2%-60.4pp | 73.1%-57.3pp | 81.2%-65.4pp |
| Annual return | 9.35% | 49.93%-40.6pp | 16.90%-7.6pp | 417.96%-408.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $409 | $4,538-91.0% | $3,817-89.3% | $6,400-93.6% |
| Admin fee / account holder | $807 | $4,582-82.4% | $3,224-75.0% | $11,426-92.9% |