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 | $29,241 | $71,883-59.3% | $86,677-66.3% | $68,494-57.3% |
| Participation rate | 43.2% | 72.2%-29.0pp | 76.6%-33.4pp | 67.9%-24.7pp |
| Annual return | -16.79% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $915 | $2,173-57.9% | $2,836-67.7% | $2,596-64.8% |
| Participant deferral / active EE | $1,714 | $3,779-54.6% | $4,656-63.2% | $4,027-57.4% |
| Admin fee / account holder | $1,557 | $6,112-74.5% | $7,493-79.2% | $5,403-71.2% |