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 | $33,583 | $53,162-36.8% | $91,220-63.2% | $68,494-51.0% |
| Participation rate | 64.9% | 63.2%+1.7pp | 73.2%-8.3pp | 67.9%-3.0pp |
| Annual return | -19.17% | -3.14%-16.0pp | 114.01%-133.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,796 | $1,709+63.6% | $2,850-1.9% | $2,596+7.7% |
| Participant deferral / active EE | $895 | $2,974-69.9% | $4,234-78.9% | $4,027-77.8% |
| Admin fee / account holder | $494 | $4,493-89.0% | $5,420-90.9% | $5,403-90.9% |