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 | $12,937 | $30,588-57.7% | $53,898-76.0% | $85,563-84.9% |
| Participation rate | 1.4% | 26.3%-25.0pp | 55.0%-53.6pp | 66.0%-64.6pp |
| Annual return | 18.02% | 50.42%-32.4pp | 528.60%-510.6pp | 31.51%-13.5pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $42 | $848-95.1% | $1,826-97.7% | $4,375-99.0% |
| Admin fee / account holder | $1,865 | $1,879-0.7% | $2,491-25.1% | $834+123.6% |