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 | $42,014 | $93,571-55.1% | $135,903-69.1% | $75,163-44.1% |
| Participation rate | 5.0% | 75.2%-70.2pp | 81.9%-76.9pp | 67.2%-62.2pp |
| Annual return | 6.49% | 30.90%-24.4pp | 68.23%-61.7pp | 160.62%-154.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $976 | $6,404-84.8% | $7,758-87.4% | $4,125-76.3% |
| Admin fee / account holder | $5,327 | $6,975-23.6% | $10,762-50.5% | $5,651-5.7% |