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 | $35,994 | $150,440-76.1% | $136,294-73.6% | $147,584-75.6% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 9.82% | 1049.08%-1039.3pp | 5155.94%-5146.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,698 | $5,256-67.7% | $4,695-63.8% | $4,876-65.2% |
| Participant deferral / active EE | $1,153 | $6,630-82.6% | $6,247-81.6% | $5,439-78.8% |
| Admin fee / account holder | $944 | $10,905-91.3% | $9,243-89.8% | $10,885-91.3% |