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 | $39,765 | $102,317-61.1% | $146,958-72.9% | $80,856-50.8% |
| Participation rate | 32.8% | 75.8%-43.1pp | 82.2%-49.4pp | 67.6%-34.9pp |
| Annual return | 9.44% | 134.76%-125.3pp | 418.34%-408.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,255 | $6,644-81.1% | $8,070-84.5% | $4,296-70.8% |
| Admin fee / account holder | $871 | $7,941-89.0% | $12,998-93.3% | $6,918-87.4% |