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 | $30,511 | $49,177-38.0% | $79,464-61.6% | $64,186-52.5% |
| Participation rate | 10.0% | 65.0%-55.0pp | 73.3%-63.3pp | 69.6%-59.6pp |
| Annual return | 0.10% | -1.16%+1.3pp | 718.14%-718.0pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $678 | $2,821-76.0% | $3,704-81.7% | $3,470-80.5% |
| Admin fee / account holder | $3,229 | $3,839-15.9% | $5,113-36.9% | $4,888-33.9% |