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 6-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 | $34,443 | $71,883-52.1% | $86,677-60.3% | $68,494-49.7% |
| Participation rate | 24.1% | 72.2%-48.2pp | 76.6%-52.5pp | 67.9%-43.8pp |
| Annual return | -18.06% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $742 | $2,173-65.8% | $2,836-73.8% | $2,596-71.4% |
| Participant deferral / active EE | $1,635 | $3,779-56.7% | $4,656-64.9% | $4,027-59.4% |
| Admin fee / account holder | $3,715 | $6,112-39.2% | $7,493-50.4% | $5,403-31.2% |