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 9-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 | $24,578 | $82,664-70.3% | $125,339-80.4% | $68,494-64.1% |
| Participation rate | 33.7% | 75.0%-41.3pp | 82.4%-48.6pp | 67.9%-34.2pp |
| Annual return | -9.75% | -5.97%-3.8pp | 572.05%-581.8pp | -7.84%-1.9pp |
| Employer contribution / active EE | $871 | $3,381-74.2% | $4,814-81.9% | $2,596-66.4% |
| Participant deferral / active EE | $1,754 | $6,110-71.3% | $7,446-76.4% | $4,027-56.4% |
| Admin fee / account holder | $311 | $6,275-95.0% | $10,010-96.9% | $5,403-94.2% |