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 | $22,446 | $58,577-61.7% | $83,333-73.1% | $64,186-65.0% |
| Participation rate | 52.9% | 72.0%-19.1pp | 77.8%-24.8pp | 69.6%-16.6pp |
| Annual return | -7.87% | 9.65%-17.5pp | 10.63%-18.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,268 | $2,098-39.6% | $3,379-62.5% | $2,381-46.8% |
| Participant deferral / active EE | $1,923 | $4,654-58.7% | $5,565-65.4% | $3,470-44.6% |
| Admin fee / account holder | $1,117 | $9,275-88.0% | $7,510-85.1% | $4,888-77.2% |