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 | $48,207 | $102,616-53.0% | $81,983-41.2% | $158,922-69.7% |
| Participation rate | 46.7% | 75.5%-28.9pp | 69.2%-22.6pp | 82.0%-35.3pp |
| Annual return | 0.93% | 61.04%-60.1pp | 41.31%-40.4pp | 302.83%-301.9pp |
| Employer contribution / active EE | $586 | $3,240-81.9% | $2,498-76.5% | $4,761-87.7% |
| Participant deferral / active EE | $681 | $4,648-85.3% | $3,722-81.7% | $5,982-88.6% |
| Admin fee / account holder | $17,235 | $8,235+109.3% | $5,664+204.3% | $11,246+53.3% |