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 | $101,481 | $98,750+2.8% | $149,696-32.2% | $79,858+27.1% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | -2.17% | 27.43%-29.6pp | 276.60%-278.8pp | 31.71%-33.9pp |
| Employer contribution / active EE | $1,466 | $3,216-54.4% | $4,644-68.4% | $2,471-40.7% |
| Participant deferral / active EE | $1,717 | $5,680-69.8% | $6,842-74.9% | $3,740-54.1% |
| Admin fee / account holder | $991 | $6,053-83.6% | $9,309-89.4% | $5,306-81.3% |