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 8-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 | $18,408 | $95,561-80.7% | $77,163-76.1% | $139,434-86.8% |
| Participation rate | 26.7% | 73.9%-47.3pp | 69.6%-42.9pp | 80.3%-53.7pp |
| Annual return | 12.53% | 54.92%-42.4pp | 37.87%-25.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $489 | $4,624-89.4% | $3,833-87.3% | $6,710-92.7% |
| Admin fee / account holder | $1,477 | $8,295-82.2% | $5,472-73.0% | $11,403-87.0% |