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 | $87,228 | $81,900+6.5% | $119,609-27.1% | $68,494+27.4% |
| Participation rate | 40.7% | 71.9%-31.2pp | 79.3%-38.5pp | 67.9%-27.1pp |
| Annual return | -14.84% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $959 | $2,693-64.4% | $4,232-77.3% | $2,596-63.1% |
| Participant deferral / active EE | $1,793 | $4,148-56.8% | $5,602-68.0% | $4,027-55.5% |
| Admin fee / account holder | $9,270 | $6,582+40.8% | $10,323-10.2% | $5,403+71.6% |