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 | $53,665 | $80,968-33.7% | $96,544-44.4% | $75,163-28.6% |
| Participation rate | 9.8% | 71.8%-62.0pp | 76.0%-66.2pp | 67.2%-57.4pp |
| Annual return | -6.57% | 27.06%-33.6pp | 25.84%-32.4pp | 160.62%-167.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,253 | $3,928-68.1% | $4,851-74.2% | $4,125-69.6% |
| Admin fee / account holder | $8,489 | $6,724+26.2% | $8,252+2.9% | $5,651+50.2% |