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 9-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 | $81,377 | $80,673+0.9% | $101,326-19.7% | $84,808-4.0% |
| Participation rate | 11.4% | 77.8%-66.4pp | 81.5%-70.1pp | 68.3%-56.9pp |
| Annual return | 7.08% | 38.95%-31.9pp | 36.82%-29.7pp | 40.90%-33.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,404 | $6,840-79.5% | $7,994-82.4% | $4,212-66.7% |
| Admin fee / account holder | $4,626 | $12,784-63.8% | $11,185-58.6% | $7,344-37.0% |