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 | $28,084 | $66,124-57.5% | $90,404-68.9% | $73,488-61.8% |
| Participation rate | 26.4% | 69.7%-43.3pp | 72.7%-46.3pp | 70.7%-44.3pp |
| Annual return | 4.77% | 17.65%-12.9pp | 1293.02%-1288.2pp | 28.51%-23.7pp |
| Employer contribution / active EE | $425 | $2,346-81.9% | $3,262-87.0% | $2,270-81.3% |
| Participant deferral / active EE | $603 | $3,039-80.1% | $3,963-84.8% | $3,740-83.9% |
| Admin fee / account holder | $469 | $396+18.4% | $5,611-91.6% | $513-8.5% |