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 | $73,847 | $76,912-4.0% | $129,110-42.8% | $68,494+7.8% |
| Participation rate | 20.0% | 69.1%-49.1pp | 77.3%-57.3pp | 67.9%-47.9pp |
| Annual return | -14.17% | -9.78%-4.4pp | -10.94%-3.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $943 | $3,243-70.9% | $5,052-81.3% | $2,596-63.7% |
| Participant deferral / active EE | $1,568 | $4,732-66.9% | $6,542-76.0% | $4,027-61.1% |
| Admin fee / account holder | $11,394 | $6,638+71.7% | $14,302-20.3% | $5,403+110.9% |