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 | $19,619 | $82,664-76.3% | $125,339-84.3% | $68,494-71.4% |
| Participation rate | 37.0% | 75.0%-38.0pp | 82.4%-45.3pp | 67.9%-30.9pp |
| Annual return | -22.35% | -5.97%-16.4pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $377 | $3,381-88.8% | $4,814-92.2% | $2,596-85.5% |
| Participant deferral / active EE | $4,417 | $6,110-27.7% | $7,446-40.7% | $4,027+9.7% |
| Admin fee / account holder | $5,423 | $6,275-13.6% | $10,010-45.8% | $5,403+0.4% |