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 | $16,061 | $45,863-65.0% | $77,024-79.1% | $68,494-76.6% |
| Participation rate | 67.3% | 55.9%+11.4pp | 67.9%-0.6pp | 67.9%-0.6pp |
| Annual return | -14.69% | 1.72%-16.4pp | 42.32%-57.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $7,772 | $1,650+371.2% | $2,812+176.4% | $2,596+199.4% |
| Participant deferral / active EE | $384 | $2,962-87.0% | $4,426-91.3% | $4,027-90.5% |
| Admin fee / account holder | $1,346 | $3,041-55.7% | $5,425-75.2% | $5,403-75.1% |