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 5-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 | $30,160 | $42,886-29.7% | $88,946-66.1% | $85,563-64.8% |
| Participation rate | 2.2% | 37.9%-35.7pp | 68.8%-66.6pp | 66.0%-63.8pp |
| Annual return | 12.71% | 44.56%-31.8pp | 57.82%-45.1pp | 31.51%-18.8pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $156 | $2,108-92.6% | $4,581-96.6% | $4,375-96.4% |
| Admin fee / account holder | $1,377 | $2,263-39.1% | $8,261-83.3% | $834+65.1% |