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 | $19,004 | $83,902-77.4% | $167,512-88.7% | $84,808-77.6% |
| Participation rate | 40.9% | 66.5%-25.6pp | 77.1%-36.1pp | 68.3%-27.4pp |
| Annual return | 11.75% | 91.55%-79.8pp | 1615.79%-1604.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $595 | $2,264-73.7% | $3,882-84.7% | $2,631-77.4% |
| Participant deferral / active EE | $1,008 | $4,442-77.3% | $6,405-84.3% | $4,212-76.1% |
| Admin fee / account holder | $1,691 | $7,915-78.6% | $9,769-82.7% | $7,344-77.0% |