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 | $45,561 | $79,171-42.5% | $102,423-55.5% | $74,495-38.8% |
| Participation rate | 30.0% | 74.8%-44.8pp | 76.5%-46.5pp | 67.2%-37.2pp |
| Annual return | 7.57% | 54.93%-47.4pp | 29.32%-21.8pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $944 | $2,362-60.0% | $3,023-68.8% | $2,623-64.0% |
| Participant deferral / active EE | $2,020 | $4,415-54.3% | $5,053-60.0% | $4,346-53.5% |
| Admin fee / account holder | $4,497 | $2,001+124.8% | $9,451-52.4% | $1,942+131.6% |