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 | $25,363 | $49,280-48.5% | $67,313-62.3% | $64,186-60.5% |
| Participation rate | 9.3% | 60.8%-51.5pp | 69.1%-59.8pp | 69.6%-60.3pp |
| Annual return | -8.18% | -1.39%-6.8pp | -4.08%-4.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $495 | $2,484-80.1% | $3,568-86.1% | $3,470-85.7% |
| Admin fee / account holder | $6,431 | $3,863+66.5% | $4,507+42.7% | $4,888+31.6% |