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 | $171,209 | $99,640+71.8% | $86,436+98.1% | $134,475+27.3% |
| Participation rate | 37.5% | 82.0%-44.5pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -27.60% | 6782.58%-6810.2pp | 4394.89%-4422.5pp | 417.96%-445.6pp |
| Employer contribution / active EE | $232 | $4,400-94.7% | $3,769-93.8% | $4,740-95.1% |
| Participant deferral / active EE | $3,718 | $7,246-48.7% | $6,952-46.5% | $6,400-41.9% |
| Admin fee / account holder | $511 | $8,371-93.9% | $6,731-92.4% | $11,426-95.5% |