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 | $36,381 | $57,354-36.6% | $83,848-56.6% | $64,186-43.3% |
| Participation rate | 43.9% | 68.6%-24.7pp | 76.1%-32.3pp | 69.6%-25.7pp |
| Annual return | -6.47% | 11.38%-17.9pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $559 | $2,545-78.1% | $3,631-84.6% | $2,381-76.5% |
| Participant deferral / active EE | $832 | $2,993-72.2% | $4,082-79.6% | $3,470-76.0% |
| Admin fee / account holder | $4,235 | $4,046+4.7% | $5,478-22.7% | $4,888-13.4% |