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 | $206,499 | $71,883+187.3% | $86,677+138.2% | $68,494+201.5% |
| Participation rate | 25.6% | 72.2%-46.6pp | 76.6%-50.9pp | 67.9%-42.2pp |
| Annual return | -18.74% | 3.52%-22.3pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $997 | $2,173-54.1% | $2,836-64.9% | $2,596-61.6% |
| Participant deferral / active EE | $1,445 | $3,779-61.7% | $4,656-69.0% | $4,027-64.1% |
| Admin fee / account holder | $3,956 | $6,112-35.3% | $7,493-47.2% | $5,403-26.8% |