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 7-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 | $9,181 | $30,400-69.8% | $53,898-83.0% | $84,808-89.2% |
| Participation rate | 15.2% | 46.4%-31.3pp | 55.0%-39.8pp | 68.3%-53.2pp |
| Annual return | 12.58% | 500.19%-487.6pp | 528.60%-516.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $132 | $603-78.1% | $932-85.9% | $2,631-95.0% |
| Participant deferral / active EE | $215 | $1,199-82.0% | $1,826-88.2% | $4,212-94.9% |
| Admin fee / account holder | $1,240 | $1,993-37.8% | $2,491-50.2% | $7,344-83.1% |