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.
Employer 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 | $11,001 | $42,894-74.4% | $60,874-81.9% | $68,494-83.9% |
| Participation rate | 39.3% | 66.8%-27.5pp | 73.1%-33.8pp | 67.9%-28.6pp |
| Annual return | -26.66% | -13.98%-12.7pp | 16.90%-43.6pp | -7.84%-18.8pp |
| Employer contribution / active EE | $250 | $1,978-87.4% | $2,701-90.7% | $2,596-90.4% |
| Participant deferral / active EE | $3,773 | $2,867+31.6% | $3,817-1.2% | $4,027-6.3% |
| Admin fee / account holder | $1,379 | $3,101-55.5% | $3,224-57.2% | $5,403-74.5% |