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 | $38,068 | $58,927-35.4% | $76,817-50.4% | $72,985-47.8% |
| Participation rate | 22.5% | 67.3%-44.8pp | 72.1%-49.6pp | 69.5%-47.0pp |
| Annual return | 10.82% | 2305.64%-2294.8pp | 1166.11%-1155.3pp | 81.00%-70.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $965 | $2,690-64.1% | $3,336-71.1% | $3,607-73.2% |
| Admin fee / account holder | $307 | $4,013-92.4% | $6,420-95.2% | $5,124-94.0% |