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 | $24,262 | $30,588-20.7% | $53,898-55.0% | $85,563-71.6% |
| Participation rate | 2.7% | 26.3%-23.6pp | 55.0%-52.2pp | 66.0%-63.2pp |
| Annual return | 17.21% | 50.42%-33.2pp | 528.60%-511.4pp | 31.51%-14.3pp |
| Employer contribution / active EE | $52 | $436-88.0% | $932-94.4% | $2,654-98.0% |
| Participant deferral / active EE | $182 | $848-78.5% | $1,826-90.0% | $4,375-95.8% |
| Admin fee / account holder | $982 | $1,879-47.8% | $2,491-60.6% | $834+17.7% |