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 | $74,721 | $109,881-32.0% | $150,045-50.2% | $84,808-11.9% |
| Participation rate | 11.4% | 76.1%-64.7pp | 82.3%-70.9pp | 68.3%-56.9pp |
| Annual return | 8.40% | 28.25%-19.8pp | 62.55%-54.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,194 | $6,636-82.0% | $7,997-85.1% | $4,212-71.6% |
| Admin fee / account holder | $15,432 | $8,568+80.1% | $13,435+14.9% | $7,344+110.1% |