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 | $32,264 | $57,354-43.7% | $83,848-61.5% | $64,186-49.7% |
| Participation rate | 11.9% | 68.6%-56.7pp | 76.1%-64.2pp | 69.6%-57.7pp |
| Annual return | -9.21% | 11.38%-20.6pp | 850.88%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,004 | $2,545-60.6% | $3,631-72.4% | $2,381-57.8% |
| Participant deferral / active EE | $919 | $2,993-69.3% | $4,082-77.5% | $3,470-73.5% |
| Admin fee / account holder | $956 | $4,046-76.4% | $5,478-82.5% | $4,888-80.4% |