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 | $16,577 | $39,798-58.3% | $67,711-75.5% | $59,632-72.2% |
| Participation rate | 24.5% | 57.4%-32.8pp | 67.5%-43.0pp | 68.7%-44.1pp |
| Annual return | -5.36% | 89.94%-95.3pp | 25.41%-30.8pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $241 | $1,393-82.7% | $2,559-90.6% | $2,203-89.1% |
| Participant deferral / active EE | $525 | $2,335-77.5% | $3,585-85.3% | $3,192-83.5% |
| Admin fee / account holder | $1,173 | $3,212-63.5% | $4,255-72.4% | $4,297-72.7% |