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 6-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.
Employer 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 | $14,806 | $73,867-80.0% | $143,757-89.7% | $68,494-78.4% |
| Participation rate | 22.3% | 66.7%-44.3pp | 80.3%-58.0pp | 67.9%-45.5pp |
| Annual return | -22.77% | 1.01%-23.8pp | -0.04%-22.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $210 | $3,184-93.4% | $4,951-95.8% | $2,596-91.9% |
| Participant deferral / active EE | $989 | $3,384-70.8% | $5,637-82.5% | $4,027-75.4% |
| Admin fee / account holder | $1,336 | $5,755-76.8% | $14,673-90.9% | $5,403-75.3% |