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 | $66,201 | $78,694-15.9% | $67,652-2.1% | $125,391-47.2% |
| Participation rate | 26.1% | 78.8%-52.7pp | 75.7%-49.6pp | 83.2%-57.1pp |
| Annual return | -0.05% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,067 | $4,292-75.1% | $3,560-70.0% | $5,352-80.1% |
| Admin fee / account holder | $610 | $7,403-91.8% | $4,821-87.3% | $9,540-93.6% |