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 | $30,122 | $57,354-47.5% | $83,848-64.1% | $64,186-53.1% |
| Participation rate | 54.8% | 68.6%-13.8pp | 76.1%-21.3pp | 69.6%-14.7pp |
| Annual return | -6.67% | 11.38%-18.1pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $728 | $2,993-75.7% | $4,082-82.2% | $3,470-79.0% |
| Admin fee / account holder | $2,351 | $4,046-41.9% | $5,478-57.1% | $4,888-51.9% |