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 | $44,215 | $48,795-9.4% | $65,493-32.5% | $84,808-47.9% |
| Participation rate | 21.3% | 67.0%-45.7pp | 73.1%-51.8pp | 68.3%-47.1pp |
| Annual return | 11.00% | 20.20%-9.2pp | 982.45%-971.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $771 | $2,928-73.7% | $3,961-80.5% | $4,212-81.7% |
| Admin fee / account holder | $1,173 | $3,877-69.8% | $5,028-76.7% | $7,344-84.0% |