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 6-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 | $7,851 | $30,588-74.3% | $53,898-85.4% | $85,563-90.8% |
| Participation rate | 12.2% | 26.3%-14.2pp | 55.0%-42.8pp | 66.0%-53.8pp |
| Annual return | 5.40% | 50.42%-45.0pp | 528.60%-523.2pp | 31.51%-26.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $314 | $848-63.0% | $1,826-82.8% | $4,375-92.8% |
| Admin fee / account holder | $807 | $1,879-57.1% | $2,491-67.6% | $834-3.3% |