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 6-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 | $34,597 | $102,317-66.2% | $146,958-76.5% | $80,856-57.2% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.2%-54.2pp | 67.6%-39.6pp |
| Annual return | 11.02% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $940 | $3,713-74.7% | $4,933-80.9% | $2,755-65.9% |
| Participant deferral / active EE | $1,582 | $6,644-76.2% | $8,070-80.4% | $4,296-63.2% |
| Admin fee / account holder | $3,965 | $7,941-50.1% | $12,998-69.5% | $6,918-42.7% |