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 | $6,514 | $29,660-78.0% | $56,411-88.5% | $80,856-91.9% |
| Participation rate | 4.2% | 41.6%-37.4pp | 52.5%-48.3pp | 67.6%-63.4pp |
| Annual return | 12.30% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $61 | $1,226-95.0% | $1,952-96.9% | $4,296-98.6% |
| Admin fee / account holder | $1,326 | $2,428-45.4% | $2,829-53.1% | $6,918-80.8% |