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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,709 | $64,707+296.7% | $112,228+128.7% | $68,494+274.8% |
| Participation rate | 13.0% | 67.2%-54.2pp | 75.1%-62.1pp | 67.9%-54.9pp |
| Annual return | -15.12% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $818 | $2,746-70.2% | $3,635-77.5% | $2,596-68.5% |
| Participant deferral / active EE | $1,223 | $3,565-65.7% | $4,728-74.1% | $4,027-69.6% |
| Admin fee / account holder | $741 | $5,232-85.8% | $6,410-88.4% | $5,403-86.3% |