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 | $23,270 | $51,576-54.9% | $129,207-82.0% | $80,856-71.2% |
| Participation rate | 30.8% | 57.0%-26.2pp | 69.6%-38.8pp | 67.6%-36.9pp |
| Annual return | 10.71% | 20.81%-10.1pp | 9417.33%-9406.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $490 | $1,584-69.1% | $4,153-88.2% | $2,755-82.2% |
| Participant deferral / active EE | $309 | $2,669-88.4% | $4,168-92.6% | $4,296-92.8% |
| Admin fee / account holder | $447 | $4,305-89.6% | $7,715-94.2% | $6,918-93.5% |