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 | $23,256 | $82,664-71.9% | $125,339-81.4% | $68,494-66.0% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,130 | $3,381-37.0% | $4,814-55.8% | $2,596-18.0% |
| Participant deferral / active EE | $2,479 | $6,110-59.4% | $7,446-66.7% | $4,027-38.5% |
| Admin fee / account holder | $4,206 | $6,275-33.0% | $10,010-58.0% | $5,403-22.1% |