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 5-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 | $23,070 | $70,879-67.5% | $189,557-87.8% | $79,386-70.9% |
| Participation rate | 33.1% | 68.0%-34.9pp | 78.4%-45.3pp | 70.7%-37.6pp |
| Annual return | 0.00% | 20.70%-20.7pp | 64.17%-64.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,057 | $4,081-74.1% | $6,174-82.9% | $4,046-73.9% |
| Admin fee / account holder | $2,211 | $647+241.5% | $9,807-77.5% | $626+252.9% |