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 8-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 | $35,456 | $69,763-49.2% | $67,502-47.5% | $74,495-52.4% |
| Participation rate | 59.8% | 71.4%-11.5pp | 72.9%-13.0pp | 67.2%-7.4pp |
| Annual return | 11.60% | -40.34%+51.9pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $567 | $2,704-79.0% | $2,731-79.3% | $2,623-78.4% |
| Participant deferral / active EE | $2,387 | $3,636-34.4% | $4,000-40.3% | $4,346-45.1% |
| Admin fee / account holder | $745 | $896-16.8% | $3,998-81.4% | $1,942-61.6% |