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 | $38,562 | $56,277-31.5% | $80,975-52.4% | $62,891-38.7% |
| Participation rate | 26.7% | 69.0%-42.3pp | 75.8%-49.1pp | 69.3%-42.6pp |
| Annual return | -0.34% | 22.12%-22.5pp | 17.10%-17.4pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,888 | $4,195-55.0% | $5,696-66.9% | $3,203-41.1% |
| Admin fee / account holder | $6,775 | $3,741+81.1% | $5,516+22.8% | $4,296+57.7% |