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 | $31,074 | $80,717-61.5% | $154,803-79.9% | $84,808-63.4% |
| Participation rate | 28.0% | 66.8%-38.8pp | 78.1%-50.0pp | 68.3%-40.3pp |
| Annual return | 10.64% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $637 | $3,303-80.7% | $5,540-88.5% | $4,212-84.9% |
| Admin fee / account holder | $1,377 | $6,746-79.6% | $14,329-90.4% | $7,344-81.3% |