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 | $23,201 | $127,100-81.7% | $105,738-78.1% | $135,375-82.9% |
| Participation rate | 56.5% | 82.7%-26.2pp | 76.3%-19.8pp | 82.6%-26.1pp |
| Annual return | -6.39% | 4.49%-10.9pp | 6.27%-12.7pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,100 | $4,107-48.9% | $3,268-35.8% | $4,779-56.1% |
| Participant deferral / active EE | $974 | $5,064-80.8% | $4,080-76.1% | $5,609-82.6% |
| Admin fee / account holder | $306 | $9,087-96.6% | $6,913-95.6% | $10,827-97.2% |