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 | $51,165 | $64,839-21.1% | $95,585-46.5% | $84,808-39.7% |
| Participation rate | 38.5% | 63.8%-25.4pp | 72.1%-33.6pp | 68.3%-29.8pp |
| Annual return | 8.55% | -670.96%+679.5pp | 38.56%-30.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $104 | $1,759-94.1% | $2,527-95.9% | $2,631-96.1% |
| Participant deferral / active EE | $2,476 | $2,965-16.5% | $4,023-38.4% | $4,212-41.2% |
| Admin fee / account holder | $648 | $5,964-89.1% | $6,127-89.4% | $7,344-91.2% |