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 | $24,827 | $100,754-75.4% | $86,677-71.4% | $134,475-81.5% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -17.48% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $884 | $3,489-74.7% | $2,836-68.8% | $4,740-81.3% |
| Participant deferral / active EE | $1,040 | $5,338-80.5% | $4,656-77.7% | $6,400-83.7% |
| Admin fee / account holder | $884 | $10,926-91.9% | $7,493-88.2% | $11,426-92.3% |