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 | $28,480 | $91,190-68.8% | $178,490-84.0% | $79,858-64.3% |
| Participation rate | 16.1% | 69.2%-53.1pp | 81.9%-65.8pp | 69.6%-53.5pp |
| Annual return | 7.96% | 24.19%-16.2pp | 151.07%-143.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $745 | $3,236-77.0% | $5,202-85.7% | $3,740-80.1% |
| Admin fee / account holder | $4,289 | $6,751-36.5% | $13,984-69.3% | $5,306-19.2% |