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 4-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 | $29,714 | $77,503-61.7% | $100,391-70.4% | $80,856-63.3% |
| Participation rate | 28.6% | 76.9%-48.4pp | 81.5%-52.9pp | 67.6%-39.1pp |
| Annual return | 10.74% | 37.20%-26.5pp | 49.20%-38.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $797 | $2,801-71.5% | $3,942-79.8% | $2,755-71.1% |
| Participant deferral / active EE | $1,866 | $6,820-72.6% | $8,082-76.9% | $4,296-56.6% |
| Admin fee / account holder | $713 | $5,897-87.9% | $7,899-91.0% | $6,918-89.7% |