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 | $51,546 | $167,307-69.2% | $143,757-64.1% | $134,475-61.7% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -16.70% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,242 | $5,619-77.9% | $4,951-74.9% | $4,740-73.8% |
| Participant deferral / active EE | $1,848 | $6,446-71.3% | $5,637-67.2% | $6,400-71.1% |
| Admin fee / account holder | $9,704 | $18,088-46.4% | $14,673-33.9% | $11,426-15.1% |