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 | $39,482 | $71,883-45.1% | $86,677-54.4% | $68,494-42.4% |
| Participation rate | 26.7% | 72.2%-45.6pp | 76.6%-49.9pp | 67.9%-41.2pp |
| Annual return | -6.46% | 3.52%-10.0pp | 35.91%-42.4pp | -7.84%+1.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $544 | $3,779-85.6% | $4,656-88.3% | $4,027-86.5% |
| Admin fee / account holder | $2,363 | $6,112-61.3% | $7,493-68.5% | $5,403-56.3% |