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 | $62,317 | $60,124+3.6% | $90,404-31.1% | $79,858-22.0% |
| Participation rate | 19.5% | 65.0%-45.5pp | 72.7%-53.2pp | 69.6%-50.1pp |
| Annual return | 10.31% | 71.94%-61.6pp | 1293.02%-1282.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $281 | $2,068-86.4% | $3,262-91.4% | $2,471-88.6% |
| Participant deferral / active EE | $738 | $2,938-74.9% | $3,963-81.4% | $3,740-80.3% |
| Admin fee / account holder | $318 | $3,976-92.0% | $5,611-94.3% | $5,306-94.0% |