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 7-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 | $16,410 | $34,677-52.7% | $77,024-78.7% | $64,808-74.7% |
| Participation rate | 0.0% | 49.8%-49.8pp | 67.9%-67.9pp | 71.5%-71.5pp |
| Annual return | -6.58% | -5.33%-1.2pp | 42.32%-48.9pp | 32.82%-39.4pp |
| Employer contribution / active EE | $220 | $1,370-84.0% | $2,812-92.2% | $2,506-91.2% |
| Participant deferral / active EE | $332 | $2,556-87.0% | $4,426-92.5% | $4,310-92.3% |
| Admin fee / account holder | $838 | $179+369.6% | $5,425-84.5% | $188+346.4% |