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 10-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 | $54,083 | $125,758-57.0% | $169,993-68.2% | $75,163-28.0% |
| Participation rate | 33.3% | 83.6%-50.3pp | 87.0%-53.7pp | 67.2%-33.9pp |
| Annual return | 10.63% | 27.20%-16.6pp | 53.37%-42.7pp | 160.62%-150.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,568 | $6,837-62.4% | $10,408-75.3% | $4,125-37.8% |
| Admin fee / account holder | $1,166 | $8,173-85.7% | $12,815-90.9% | $5,651-79.4% |