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 | $64,411 | $64,707-0.5% | $112,228-42.6% | $68,494-6.0% |
| Participation rate | 31.7% | 67.2%-35.4pp | 75.1%-43.4pp | 67.9%-36.2pp |
| Annual return | -13.90% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $928 | $2,746-66.2% | $3,635-74.5% | $2,596-64.3% |
| Participant deferral / active EE | $989 | $3,565-72.2% | $4,728-79.1% | $4,027-75.4% |
| Admin fee / account holder | $5,136 | $5,232-1.8% | $6,410-19.9% | $5,403-4.9% |