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 5-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 | $29,974 | $31,310-4.3% | $53,898-44.4% | $74,304-59.7% |
| Participation rate | 2.0% | 30.7%-28.6pp | 55.0%-52.9pp | 60.3%-58.3pp |
| Annual return | 24.90% | 23.16%+1.7pp | 528.60%-503.7pp | 29.43%-4.5pp |
| Employer contribution / active EE | $58 | $450-87.1% | $932-93.8% | $2,241-97.4% |
| Participant deferral / active EE | $131 | $934-86.0% | $1,826-92.8% | $3,767-96.5% |
| Admin fee / account holder | $545 | $2,175-74.9% | $2,491-78.1% | $2,969-81.6% |