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 | $50,638 | $165,335-69.4% | $149,696-66.2% | $158,922-68.1% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | -1.77% | 348.15%-349.9pp | 276.60%-278.4pp | 302.83%-304.6pp |
| Employer contribution / active EE | $599 | $5,103-88.3% | $4,644-87.1% | $4,761-87.4% |
| Participant deferral / active EE | $3,973 | $7,181-44.7% | $6,842-41.9% | $5,982-33.6% |
| Admin fee / account holder | $1,137 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |