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 | $77,000 | $73,004+5.5% | $90,749-15.2% | $68,494+12.4% |
| Participation rate | 68.0% | 70.8%-2.8pp | 75.7%-7.7pp | 67.9%+0.1pp |
| Annual return | -9.69% | -13.81%+4.1pp | -12.16%+2.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $746 | $2,193-66.0% | $2,921-74.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,491 | $3,627-58.9% | $4,564-67.3% | $4,027-63.0% |
| Admin fee / account holder | $1,050 | $5,896-82.2% | $8,445-87.6% | $5,403-80.6% |