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 9-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 | $20,838 | $65,061-68.0% | $143,757-85.5% | $66,914-68.9% |
| Participation rate | 48.1% | 65.2%-17.1pp | 80.3%-32.2pp | 69.8%-21.7pp |
| Annual return | -20.79% | -11.14%-9.6pp | -0.04%-20.7pp | 1.58%-22.4pp |
| Employer contribution / active EE | $380 | $2,361-83.9% | $4,951-92.3% | $2,544-85.1% |
| Participant deferral / active EE | $2,580 | $2,919-11.6% | $5,637-54.2% | $4,237-39.1% |
| Admin fee / account holder | $1,013 | $502+101.9% | $14,673-93.1% | $593+70.8% |