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 5-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 | $5,812 | $27,839-79.1% | $58,482-90.1% | $71,457-91.9% |
| Participation rate | 4.9% | 34.5%-29.7pp | 50.9%-46.0pp | 67.9%-63.1pp |
| Annual return | 19.93% | 26.81%-6.9pp | 4239.32%-4219.4pp | 28.85%-8.9pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $121 | $1,206-90.0% | $1,924-93.7% | $4,289-97.2% |
| Admin fee / account holder | $358 | $1,641-78.2% | $2,516-85.8% | $1,587-77.4% |