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 | $51,384 | $96,305-46.6% | $80,569-36.2% | $139,434-63.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 5.09% | 1350.08%-1345.0pp | 935.43%-930.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,164 | $3,262-64.3% | $2,723-57.3% | $4,751-75.5% |
| Participant deferral / active EE | $750 | $5,232-85.7% | $4,447-83.1% | $6,710-88.8% |
| Admin fee / account holder | $31,183 | $6,599+372.6% | $5,377+479.9% | $11,403+173.5% |