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 | $6,230 | $25,014-75.1% | $69,647-91.1% | $80,856-92.3% |
| Participation rate | 33.8% | 64.2%-30.4pp | 66.5%-32.6pp | 67.6%-33.8pp |
| Annual return | 13.26% | 19.07%-5.8pp | 100.48%-87.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $715 | $1,839-61.1% | $2,886-75.2% | $4,296-83.4% |
| Admin fee / account holder | $405 | $2,488-83.7% | $4,713-91.4% | $6,918-94.1% |