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 | $35,257 | $53,162-33.7% | $91,220-61.3% | $68,494-48.5% |
| Participation rate | 25.8% | 63.2%-37.5pp | 73.2%-47.4pp | 67.9%-42.1pp |
| Annual return | -16.90% | -3.14%-13.8pp | 114.01%-130.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $803 | $1,709-53.0% | $2,850-71.8% | $2,596-69.1% |
| Participant deferral / active EE | $988 | $2,974-66.8% | $4,234-76.7% | $4,027-75.5% |
| Admin fee / account holder | $573 | $4,493-87.3% | $5,420-89.4% | $5,403-89.4% |