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 | $102,726 | $59,805+71.8% | $79,550+29.1% | $68,494+50.0% |
| Participation rate | 29.2% | 61.1%-31.8pp | 69.5%-40.3pp | 67.9%-38.7pp |
| Annual return | -21.60% | -12.30%-9.3pp | 0.16%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,237 | $3,024-59.1% | $3,985-69.0% | $4,027-69.3% |
| Admin fee / account holder | $10,307 | $4,835+113.2% | $6,832+50.9% | $5,403+90.8% |