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 | $101,994 | $45,863+122.4% | $77,024+32.4% | $68,494+48.9% |
| Participation rate | 17.2% | 55.9%-38.7pp | 67.9%-50.7pp | 67.9%-50.6pp |
| Annual return | -3.93% | 1.72%-5.6pp | 42.32%-46.2pp | -7.84%+3.9pp |
| Employer contribution / active EE | $306 | $1,650-81.5% | $2,812-89.1% | $2,596-88.2% |
| Participant deferral / active EE | $369 | $2,962-87.6% | $4,426-91.7% | $4,027-90.8% |
| Admin fee / account holder | $2,064 | $3,041-32.1% | $5,425-62.0% | $5,403-61.8% |