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 9-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 | $13,536 | $60,124-77.5% | $90,404-85.0% | $79,858-83.1% |
| Participation rate | 16.8% | 65.0%-48.1pp | 72.7%-55.8pp | 69.6%-52.8pp |
| Annual return | 0.08% | 71.94%-71.9pp | 1293.02%-1292.9pp | 31.71%-31.6pp |
| Employer contribution / active EE | $294 | $2,068-85.8% | $3,262-91.0% | $2,471-88.1% |
| Participant deferral / active EE | $725 | $2,938-75.3% | $3,963-81.7% | $3,740-80.6% |
| Admin fee / account holder | $1,816 | $3,976-54.3% | $5,611-67.6% | $5,306-65.8% |