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.
Employer 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 | $28,783 | $34,934-17.6% | $56,411-49.0% | $74,495-61.4% |
| Participation rate | 19.7% | 32.8%-13.2pp | 52.5%-32.8pp | 67.2%-47.5pp |
| Annual return | 10.46% | 25.94%-15.5pp | 1701.33%-1690.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $70 | $609-88.5% | $1,039-93.2% | $2,623-97.3% |
| Participant deferral / active EE | $304 | $1,170-74.0% | $1,952-84.4% | $4,346-93.0% |
| Admin fee / account holder | $1,118 | $2,364-52.7% | $2,829-60.5% | $1,942-42.4% |