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 7-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 | $23,579 | $46,553-49.3% | $64,056-63.2% | $75,163-68.6% |
| Participation rate | 11.5% | 65.9%-54.4pp | 72.3%-60.8pp | 67.2%-55.7pp |
| Annual return | -16.34% | 26.03%-42.4pp | 33.69%-50.0pp | 160.62%-177.0pp |
| Employer contribution / active EE | $360 | $1,974-81.8% | $2,747-86.9% | $2,670-86.5% |
| Participant deferral / active EE | $1,060 | $2,837-62.6% | $3,880-72.7% | $4,125-74.3% |
| Admin fee / account holder | $5,475 | $2,952+85.5% | $3,068+78.4% | $5,651-3.1% |