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 | $23,476 | $82,664-71.6% | $125,339-81.3% | $68,494-65.7% |
| Participation rate | 53.2% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.7pp |
| Annual return | -2.16% | -5.97%+3.8pp | 572.05%-574.2pp | -7.84%+5.7pp |
| Employer contribution / active EE | $1,164 | $3,381-65.6% | $4,814-75.8% | $2,596-55.2% |
| Participant deferral / active EE | $1,944 | $6,110-68.2% | $7,446-73.9% | $4,027-51.7% |
| Admin fee / account holder | $1,560 | $6,275-75.1% | $10,010-84.4% | $5,403-71.1% |