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.
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 | $38,150 | $91,538-58.3% | $129,995-70.7% | $75,163-49.2% |
| Participation rate | 53.0% | 71.4%-18.4pp | 78.5%-25.5pp | 67.2%-14.2pp |
| Annual return | 12.27% | -631.11%+643.4pp | -137.18%+149.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,380 | $4,341-45.2% | $5,820-59.1% | $4,125-42.3% |
| Admin fee / account holder | $8,180 | $6,790+20.5% | $10,614-22.9% | $5,651+44.7% |