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 | $36,746 | $43,723-16.0% | $121,196-69.7% | $64,186-42.8% |
| Participation rate | 17.6% | 58.3%-40.7pp | 71.7%-54.1pp | 69.6%-51.9pp |
| Annual return | -4.52% | 68.91%-73.4pp | 16.93%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $396 | $1,296-69.4% | $4,022-90.1% | $2,381-83.4% |
| Participant deferral / active EE | $624 | $2,280-72.6% | $3,344-81.3% | $3,470-82.0% |
| Admin fee / account holder | $11,212 | $3,501+220.3% | $5,019+123.4% | $4,888+129.4% |