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 | $31,013 | $69,010-55.1% | $159,960-80.6% | $68,494-54.7% |
| Participation rate | 42.9% | 65.4%-22.6pp | 78.0%-35.1pp | 67.9%-25.0pp |
| Annual return | -17.73% | -9.65%-8.1pp | 408.60%-426.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,203 | $4,212-71.4% | $6,182-80.5% | $4,027-70.1% |
| Admin fee / account holder | $2,442 | $4,798-49.1% | $8,698-71.9% | $5,403-54.8% |