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 8-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 | $10,623 | $45,863-76.8% | $77,024-86.2% | $68,494-84.5% |
| Participation rate | 32.3% | 55.9%-23.7pp | 67.9%-35.6pp | 67.9%-35.6pp |
| Annual return | -20.84% | 1.72%-22.6pp | 42.32%-63.2pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $916 | $2,962-69.1% | $4,426-79.3% | $4,027-77.2% |
| Admin fee / account holder | $1,674 | $3,041-44.9% | $5,425-69.1% | $5,403-69.0% |