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 | $90,193 | $82,664+9.1% | $125,339-28.0% | $68,494+31.7% |
| Participation rate | 39.3% | 75.0%-35.8pp | 82.4%-43.1pp | 67.9%-28.6pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,144 | $3,381-66.2% | $4,814-76.2% | $2,596-55.9% |
| Participant deferral / active EE | $2,039 | $6,110-66.6% | $7,446-72.6% | $4,027-49.4% |
| Admin fee / account holder | $8,589 | $6,275+36.9% | $10,010-14.2% | $5,403+59.0% |