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 | $89,020 | $82,664+7.7% | $125,339-29.0% | $68,494+30.0% |
| Participation rate | 30.4% | 75.0%-44.6pp | 82.4%-51.9pp | 67.9%-37.5pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,161 | $3,381-65.7% | $4,814-75.9% | $2,596-55.3% |
| Participant deferral / active EE | $2,216 | $6,110-63.7% | $7,446-70.2% | $4,027-45.0% |
| Admin fee / account holder | $4,830 | $6,275-23.0% | $10,010-51.7% | $5,403-10.6% |