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 | $40,387 | $52,681-23.3% | $75,781-46.7% | $59,632-32.3% |
| Participation rate | 15.6% | 67.2%-51.6pp | 75.8%-60.2pp | 68.7%-53.1pp |
| Annual return | -2.39% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $509 | $2,193-76.8% | $3,323-84.7% | $2,203-76.9% |
| Participant deferral / active EE | $661 | $2,591-74.5% | $3,651-81.9% | $3,192-79.3% |
| Admin fee / account holder | $2,489 | $3,610-31.0% | $5,299-53.0% | $4,297-42.1% |