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 3-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 | $35,174 | $48,750-27.8% | $88,946-60.5% | $74,304-52.7% |
| Participation rate | 9.0% | 44.5%-35.5pp | 68.8%-59.8pp | 60.3%-51.3pp |
| Annual return | 9.44% | 25.91%-16.5pp | 57.82%-48.4pp | 29.43%-20.0pp |
| Employer contribution / active EE | $299 | $1,255-76.2% | $2,555-88.3% | $2,241-86.7% |
| Participant deferral / active EE | $430 | $2,423-82.3% | $4,581-90.6% | $3,767-88.6% |
| Admin fee / account holder | $2,681 | $3,756-28.6% | $8,261-67.6% | $2,969-9.7% |