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 | $36,503 | $77,813-53.1% | $123,544-70.5% | $64,186-43.1% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | -7.35% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,023 | $3,014-66.0% | $4,628-77.9% | $2,381-57.0% |
| Participant deferral / active EE | $1,977 | $5,240-62.3% | $6,426-69.2% | $3,470-43.0% |
| Admin fee / account holder | $611 | $5,519-88.9% | $9,284-93.4% | $4,888-87.5% |