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.
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 | $12,921 | $74,888-82.7% | $71,209-81.9% | $142,382-90.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 4.68% | 345.14%-340.5pp | 282.51%-277.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $112 | $2,854-96.1% | $2,721-95.9% | $4,299-97.4% |
| Participant deferral / active EE | $2,347 | $4,454-47.3% | $4,175-43.8% | $6,507-63.9% |
| Admin fee / account holder | $57,264 | $5,568+928.4% | $5,349+970.6% | $12,624+353.6% |