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 6-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 | $36,867 | $65,365-43.6% | $92,893-60.3% | $72,985-49.5% |
| Participation rate | 54.9% | 68.3%-13.4pp | 76.0%-21.1pp | 69.5%-14.6pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $596 | $2,594-77.0% | $3,653-83.7% | $2,440-75.6% |
| Participant deferral / active EE | $1,043 | $3,128-66.7% | $4,236-75.4% | $3,607-71.1% |
| Admin fee / account holder | $970 | $4,251-77.2% | $5,794-83.3% | $5,124-81.1% |