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 | $83,463 | $54,350+53.6% | $82,719+0.9% | $68,494+21.9% |
| Participation rate | 55.3% | 63.9%-8.6pp | 72.6%-17.2pp | 67.9%-12.6pp |
| Annual return | -16.70% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,903 | $2,218+76.0% | $3,009+29.7% | $2,596+50.3% |
| Participant deferral / active EE | $401 | $3,246-87.6% | $4,395-90.9% | $4,027-90.0% |
| Admin fee / account holder | $398 | $4,395-90.9% | $5,329-92.5% | $5,403-92.6% |