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 | $20,688 | $77,314-73.2% | $177,989-88.4% | $80,856-74.4% |
| Participation rate | 10.0% | 65.7%-55.7pp | 77.1%-67.1pp | 67.6%-57.6pp |
| Annual return | 10.14% | 18.09%-7.9pp | 294.48%-284.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $187 | $4,411-95.8% | $6,276-97.0% | $4,296-95.7% |
| Admin fee / account holder | $1,382 | $7,191-80.8% | $10,363-86.7% | $6,918-80.0% |