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 | $40,714 | $81,900-50.3% | $119,609-66.0% | $68,494-40.6% |
| Participation rate | 20.7% | 71.9%-51.2pp | 79.3%-58.6pp | 67.9%-47.2pp |
| Annual return | -14.40% | -23.82%+9.4pp | -14.97%+0.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,309 | $4,148-68.4% | $5,602-76.6% | $4,027-67.5% |
| Admin fee / account holder | $789 | $6,582-88.0% | $10,323-92.4% | $5,403-85.4% |