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 | $52,193 | $74,927-30.3% | $101,794-48.7% | $84,808-38.5% |
| Participation rate | 18.4% | 61.4%-43.0pp | 69.2%-50.8pp | 68.3%-49.9pp |
| Annual return | 11.25% | 18.70%-7.4pp | 30.53%-19.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $258 | $3,099-91.7% | $4,084-93.7% | $4,212-93.9% |
| Admin fee / account holder | $1,880 | $6,514-71.1% | $8,777-78.6% | $7,344-74.4% |