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 | $84,781 | $59,288+43.0% | $90,645-6.5% | - |
| Participation rate | 40.4% | 68.0%-27.6pp | 74.0%-33.6pp | - |
| Annual return | -6.58% | -2.02%-4.6pp | 1.88%-8.5pp | - |
| Employer contribution / active EE | $995 | $823+20.9% | $2,532-60.7% | - |
| Participant deferral / active EE | $1,334 | $2,389-44.2% | $3,425-61.0% | - |
| Admin fee / account holder | $14,910 | $10,676+39.7% | $4,994+198.6% | - |