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 3-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 | $3,878 | $30,400-87.2% | $53,898-92.8% | $84,808-95.4% |
| Participation rate | 7.1% | 46.4%-39.3pp | 55.0%-47.8pp | 68.3%-61.2pp |
| Annual return | 25.80% | 500.19%-474.4pp | 528.60%-502.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $186 | $1,199-84.5% | $1,826-89.8% | $4,212-95.6% |
| Admin fee / account holder | $730 | $1,993-63.4% | $2,491-70.7% | $7,344-90.1% |