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 | $80,662 | $45,825+76.0% | $90,645-11.0% | $56,287+43.3% |
| Participation rate | 18.8% | 66.7%-47.9pp | 74.0%-55.2pp | 69.9%-51.1pp |
| Annual return | -6.99% | 38.64%-45.6pp | 1.88%-8.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $445 | $1,372-67.5% | $2,532-82.4% | $2,111-78.9% |
| Participant deferral / active EE | $987 | $2,562-61.5% | $3,425-71.2% | $3,350-70.5% |
| Admin fee / account holder | $2,761 | $413+569.1% | $4,994-44.7% | $521+430.0% |