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 | $36,752 | $78,485-53.2% | $106,213-65.4% | $74,495-50.7% |
| Participation rate | 10.9% | 72.8%-62.0pp | 75.3%-64.4pp | 67.2%-56.3pp |
| Annual return | 9.49% | 15.95%-6.5pp | 116.14%-106.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $594 | $4,322-86.2% | $5,016-88.1% | $4,346-86.3% |
| Admin fee / account holder | $1,881 | $2,232-15.7% | $11,033-83.0% | $1,942-3.1% |