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 4-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 | $3,872 | $30,400-87.3% | $53,898-92.8% | $84,808-95.4% |
| Participation rate | 44.7% | 46.4%-1.7pp | 55.0%-10.3pp | 68.3%-23.6pp |
| Annual return | 23.08% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $232 | $603-61.5% | $932-75.1% | $2,631-91.2% |
| Participant deferral / active EE | $251 | $1,199-79.1% | $1,826-86.3% | $4,212-94.0% |
| Admin fee / account holder | $384 | $1,993-80.7% | $2,491-84.6% | $7,344-94.8% |