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 | $19,263 | $82,664-76.7% | $125,339-84.6% | $68,494-71.9% |
| Participation rate | 28.3% | 75.0%-46.8pp | 82.4%-54.1pp | 67.9%-39.6pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $697 | $3,381-79.4% | $4,814-85.5% | $2,596-73.2% |
| Participant deferral / active EE | $1,118 | $6,110-81.7% | $7,446-85.0% | $4,027-72.2% |
| Admin fee / account holder | $685 | $6,275-89.1% | $10,010-93.2% | $5,403-87.3% |