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 | $81,783 | $81,900-0.1% | $119,609-31.6% | $68,494+19.4% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -18.96% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $12 | $2,693-99.6% | $4,232-99.7% | $2,596-99.5% |
| Participant deferral / active EE | $4,126 | $4,148-0.5% | $5,602-26.4% | $4,027+2.5% |
| Admin fee / account holder | $3,821 | $6,582-41.9% | $10,323-63.0% | $5,403-29.3% |