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 9-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 | $22,316 | $64,707-65.5% | $112,228-80.1% | $68,494-67.4% |
| Participation rate | 55.2% | 67.2%-12.0pp | 75.1%-19.9pp | 67.9%-12.7pp |
| Annual return | -17.60% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $8,442 | $2,746+207.4% | $3,635+132.3% | $2,596+225.2% |
| Participant deferral / active EE | $740 | $3,565-79.2% | $4,728-84.3% | $4,027-81.6% |
| Admin fee / account holder | $4,849 | $5,232-7.3% | $6,410-24.4% | $5,403-10.2% |