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 | $40,028 | $61,272-34.7% | $149,673-73.3% | $71,457-44.0% |
| Participation rate | 13.3% | 62.5%-49.2pp | 78.8%-65.4pp | 67.9%-54.6pp |
| Annual return | 11.50% | 35.85%-24.4pp | 134.42%-122.9pp | 28.85%-17.4pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $835 | $2,917-71.4% | $5,680-85.3% | $4,289-80.5% |
| Admin fee / account holder | $3,856 | $1,261+205.7% | $13,210-70.8% | $1,587+142.9% |