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 5-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 | $57,360 | $159,901-64.1% | $146,958-61.0% | $145,922-60.7% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 7.09% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,546 | $5,286-70.8% | $4,933-68.7% | $4,660-66.8% |
| Participant deferral / active EE | $2,504 | $8,428-70.3% | $8,070-69.0% | $6,688-62.6% |
| Admin fee / account holder | $10,666 | $15,044-29.1% | $12,998-17.9% | $13,397-20.4% |