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 | $29,682 | $49,922-40.5% | $80,569-63.2% | $75,163-60.5% |
| Participation rate | 10.3% | 55.3%-45.0pp | 67.0%-56.7pp | 67.2%-56.9pp |
| Annual return | 5.86% | 34.69%-28.8pp | 935.43%-929.6pp | 160.62%-154.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $729 | $2,990-75.6% | $4,447-83.6% | $4,125-82.3% |
| Admin fee / account holder | $45,538 | $3,577+1173.1% | $5,377+746.9% | $5,651+705.9% |