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 | $34,685 | $49,177-29.5% | $79,464-56.4% | $64,186-46.0% |
| Participation rate | 23.1% | 65.0%-42.0pp | 73.3%-50.3pp | 69.6%-46.5pp |
| Annual return | 6.55% | -1.16%+7.7pp | 718.14%-711.6pp | 7.63%-1.1pp |
| Employer contribution / active EE | $545 | $2,076-73.8% | $2,800-80.5% | $2,381-77.1% |
| Participant deferral / active EE | $796 | $2,821-71.8% | $3,704-78.5% | $3,470-77.1% |
| Admin fee / account holder | $527 | $3,839-86.3% | $5,113-89.7% | $4,888-89.2% |