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.
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 | $62,570 | $82,286-24.0% | $68,791-9.0% | $134,475-53.5% |
| Participation rate | 34.8% | 75.1%-40.3pp | 69.0%-34.2pp | 81.2%-46.4pp |
| Annual return | -22.20% | -2.19%-20.0pp | -6.38%-15.8pp | 417.96%-440.2pp |
| Employer contribution / active EE | $225 | $3,301-93.2% | $2,655-91.5% | $4,740-95.2% |
| Participant deferral / active EE | $2,136 | $4,739-54.9% | $3,941-45.8% | $6,400-66.6% |
| Admin fee / account holder | $1,030 | $6,481-84.1% | $4,932-79.1% | $11,426-91.0% |