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 | $12,155 | $45,035-73.0% | $62,995-80.7% | $70,131-82.7% |
| Participation rate | 33.3% | 69.5%-36.2pp | 74.8%-41.5pp | 69.5%-36.2pp |
| Annual return | 6.48% | 18.76%-12.3pp | 87.57%-81.1pp | 73.14%-66.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $336 | $2,465-86.4% | $3,329-89.9% | $3,332-89.9% |
| Admin fee / account holder | $1,116 | $2,834-60.6% | $3,600-69.0% | $4,645-76.0% |