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 | $57,443 | $68,346-16.0% | $94,646-39.3% | $75,163-23.6% |
| Participation rate | 32.6% | 76.1%-43.5pp | 80.8%-48.2pp | 67.2%-34.6pp |
| Annual return | 14.12% | 616.93%-602.8pp | 156.71%-142.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,075 | $6,537-68.3% | $7,418-72.0% | $4,125-49.7% |
| Admin fee / account holder | $10,562 | $5,326+98.3% | $7,231+46.1% | $5,651+86.9% |