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 | $42,361 | $79,171-46.5% | $102,423-58.6% | $74,495-43.1% |
| Participation rate | 43.2% | 74.8%-31.6pp | 76.5%-33.2pp | 67.2%-24.0pp |
| Annual return | 9.52% | 54.93%-45.4pp | 29.32%-19.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $1,062 | $2,362-55.0% | $3,023-64.9% | $2,623-59.5% |
| Participant deferral / active EE | $1,543 | $4,415-65.0% | $5,053-69.5% | $4,346-64.5% |
| Admin fee / account holder | $2,988 | $2,001+49.3% | $9,451-68.4% | $1,942+53.9% |