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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,494 | $81,900-12.7% | $119,609-40.2% | $68,494+4.4% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -18.90% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $803 | $2,693-70.2% | $4,232-81.0% | $2,596-69.1% |
| Participant deferral / active EE | $1,711 | $4,148-58.7% | $5,602-69.5% | $4,027-57.5% |
| Admin fee / account holder | $1,435 | $6,582-78.2% | $10,323-86.1% | $5,403-73.4% |