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 | $26,080 | $91,190-71.4% | $178,490-85.4% | $79,858-67.3% |
| Participation rate | 32.4% | 69.2%-36.8pp | 81.9%-49.6pp | 69.6%-37.3pp |
| Annual return | 6.98% | 24.19%-17.2pp | 151.07%-144.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $402 | $3,256-87.7% | $5,011-92.0% | $2,471-83.7% |
| Participant deferral / active EE | $452 | $3,236-86.0% | $5,202-91.3% | $3,740-87.9% |
| Admin fee / account holder | $4,081 | $6,751-39.5% | $13,984-70.8% | $5,306-23.1% |