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 | $24,371 | $77,314-68.5% | $177,989-86.3% | $80,856-69.9% |
| Participation rate | 52.0% | 65.7%-13.7pp | 77.1%-25.1pp | 67.6%-15.6pp |
| Annual return | 9.24% | 18.09%-8.8pp | 294.48%-285.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $547 | $2,292-76.1% | $3,949-86.1% | $2,755-80.1% |
| Participant deferral / active EE | $1,086 | $4,411-75.4% | $6,276-82.7% | $4,296-74.7% |
| Admin fee / account holder | $2,764 | $7,191-61.6% | $10,363-73.3% | $6,918-60.1% |