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.
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 | $13,584 | $48,230-71.8% | $67,502-79.9% | $80,856-83.2% |
| Participation rate | 32.6% | 66.4%-33.8pp | 72.9%-40.3pp | 67.6%-35.1pp |
| Annual return | 10.70% | 18.28%-7.6pp | 3512.12%-3501.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $351 | $2,020-82.6% | $2,731-87.1% | $2,755-87.2% |
| Participant deferral / active EE | $2,328 | $2,924-20.4% | $4,000-41.8% | $4,296-45.8% |
| Admin fee / account holder | $965 | $3,681-73.8% | $3,998-75.9% | $6,918-86.0% |