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 | $24,694 | $102,616-75.9% | $81,983-69.9% | $158,922-84.5% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.2%-35.9pp | 82.0%-48.6pp |
| Annual return | -9.80% | 61.04%-70.8pp | 41.31%-51.1pp | 302.83%-312.6pp |
| Employer contribution / active EE | $490 | $3,240-84.9% | $2,498-80.4% | $4,761-89.7% |
| Participant deferral / active EE | $756 | $4,648-83.7% | $3,722-79.7% | $5,982-87.4% |
| Admin fee / account holder | $86,574 | $8,235+951.3% | $5,664+1428.6% | $11,246+669.8% |