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 7-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 | $29,641 | $165,335-82.1% | $149,696-80.2% | $158,922-81.3% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 6.35% | 348.15%-341.8pp | 276.60%-270.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $927 | $5,103-81.8% | $4,644-80.0% | $4,761-80.5% |
| Participant deferral / active EE | $1,112 | $7,181-84.5% | $6,842-83.7% | $5,982-81.4% |
| Admin fee / account holder | $385 | $10,807-96.4% | $9,309-95.9% | $11,246-96.6% |