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.
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 | $49,258 | $83,902-41.3% | $167,512-70.6% | $84,808-41.9% |
| Participation rate | 16.0% | 66.5%-50.5pp | 77.1%-61.1pp | 68.3%-52.3pp |
| Annual return | 6.21% | 91.55%-85.3pp | 1615.79%-1609.6pp | 40.90%-34.7pp |
| Employer contribution / active EE | $343 | $2,264-84.9% | $3,882-91.2% | $2,631-87.0% |
| Participant deferral / active EE | $1,635 | $4,442-63.2% | $6,405-74.5% | $4,212-61.2% |
| Admin fee / account holder | $4,632 | $7,915-41.5% | $9,769-52.6% | $7,344-36.9% |