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 | $60,965 | $89,753-32.1% | $107,525-43.3% | $84,808-28.1% |
| Participation rate | 0.0% | 68.1%-68.1pp | 75.1%-75.1pp | 68.3%-68.3pp |
| Annual return | 15.75% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $9,320 | $3,113+199.3% | $3,754+148.3% | $2,631+254.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,739 | $7,222-75.9% | $8,919-80.5% | $7,344-76.3% |