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 10-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 | $50,641 | $129,942-61.0% | $104,294-51.4% | $134,475-62.3% |
| Participation rate | 68.8% | 79.5%-10.8pp | 73.3%-4.5pp | 81.2%-12.5pp |
| Annual return | -16.23% | 42.03%-58.3pp | 24.61%-40.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $746 | $4,184-82.2% | $3,372-77.9% | $4,740-84.3% |
| Participant deferral / active EE | $942 | $5,588-83.1% | $4,625-79.6% | $6,400-85.3% |
| Admin fee / account holder | $4,176 | $9,323-55.2% | $7,339-43.1% | $11,426-63.5% |