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 | $36,248 | $84,487-57.1% | $125,339-71.1% | $66,914-45.8% |
| Participation rate | 33.0% | 76.4%-43.4pp | 82.4%-49.3pp | 69.8%-36.8pp |
| Annual return | -17.34% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,044 | $3,553-70.6% | $4,814-78.3% | $2,544-59.0% |
| Participant deferral / active EE | $1,917 | $6,781-71.7% | $7,446-74.3% | $4,237-54.8% |
| Admin fee / account holder | $2,814 | $685+310.7% | $10,010-71.9% | $593+374.3% |