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 8-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 | $50,789 | $98,750-48.6% | $149,696-66.1% | $79,858-36.4% |
| Participation rate | 54.4% | 75.8%-21.4pp | 82.5%-28.1pp | 69.6%-15.2pp |
| Annual return | 10.77% | 27.43%-16.7pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $699 | $3,216-78.3% | $4,644-85.0% | $2,471-71.7% |
| Participant deferral / active EE | $1,802 | $5,680-68.3% | $6,842-73.7% | $3,740-51.8% |
| Admin fee / account holder | $5,264 | $6,053-13.0% | $9,309-43.5% | $5,306-0.8% |