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 | $48,562 | $133,958-63.7% | $112,228-56.7% | $134,475-63.9% |
| Participation rate | 26.3% | 78.6%-52.2pp | 75.1%-48.7pp | 81.2%-54.9pp |
| Annual return | -11.30% | 47.11%-58.4pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,066 | $4,038-73.6% | $3,635-70.7% | $4,740-77.5% |
| Participant deferral / active EE | $1,221 | $5,291-76.9% | $4,728-74.2% | $6,400-80.9% |
| Admin fee / account holder | $322 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |