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 3-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 | $7,930 | $30,400-73.9% | $53,898-85.3% | $84,808-90.6% |
| Participation rate | 23.3% | 46.4%-23.2pp | 55.0%-31.7pp | 68.3%-45.0pp |
| Annual return | 21.98% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $124 | $603-79.5% | $932-86.7% | $2,631-95.3% |
| Participant deferral / active EE | $256 | $1,199-78.7% | $1,826-86.0% | $4,212-93.9% |
| Admin fee / account holder | $392 | $1,993-80.4% | $2,491-84.3% | $7,344-94.7% |