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 | $22,424 | $82,664-72.9% | $125,339-82.1% | $68,494-67.3% |
| Participation rate | 56.0% | 75.0%-19.0pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | -9.39% | -5.97%-3.4pp | 572.05%-581.4pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,593 | $3,381-52.9% | $4,814-66.9% | $2,596-38.6% |
| Participant deferral / active EE | $1,680 | $6,110-72.5% | $7,446-77.4% | $4,027-58.3% |
| Admin fee / account holder | $495 | $6,275-92.1% | $10,010-95.1% | $5,403-90.8% |