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 7-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 | $65,332 | $126,574-48.4% | $106,213-38.5% | $145,922-55.2% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 7.69% | 224.79%-217.1pp | 116.14%-108.4pp | 561.29%-553.6pp |
| Employer contribution / active EE | $13,966 | $3,730+274.4% | $3,171+340.4% | $4,660+199.7% |
| Participant deferral / active EE | $1,146 | $5,724-80.0% | $5,016-77.1% | $6,688-82.9% |
| Admin fee / account holder | $1,036 | $17,304-94.0% | $11,033-90.6% | $13,397-92.3% |