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 | $27,016 | $55,706-51.5% | $75,886-64.4% | $72,985-63.0% |
| Participation rate | 37.1% | 61.1%-24.0pp | 69.3%-32.1pp | 69.5%-32.3pp |
| Annual return | 16.48% | 27.59%-11.1pp | 30.76%-14.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $389 | $1,687-76.9% | $2,500-84.4% | $2,440-84.1% |
| Participant deferral / active EE | $931 | $2,634-64.6% | $3,603-74.2% | $3,607-74.2% |
| Admin fee / account holder | $417 | $3,978-89.5% | $5,418-92.3% | $5,124-91.9% |