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 | $11,793 | $51,576-77.1% | $129,207-90.9% | $80,856-85.4% |
| Participation rate | 12.9% | 57.0%-44.1pp | 69.6%-56.7pp | 67.6%-54.7pp |
| Annual return | 11.35% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $570 | $2,669-78.7% | $4,168-86.3% | $4,296-86.7% |
| Admin fee / account holder | $2,658 | $4,305-38.3% | $7,715-65.5% | $6,918-61.6% |