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 | $35,536 | $48,795-27.2% | $65,493-45.7% | $84,808-58.1% |
| Participation rate | 24.0% | 67.0%-43.0pp | 73.1%-49.1pp | 68.3%-44.3pp |
| Annual return | 7.79% | 20.20%-12.4pp | 982.45%-974.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | $550 | $1,930-71.5% | $2,574-78.6% | $2,631-79.1% |
| Participant deferral / active EE | $550 | $2,928-81.2% | $3,961-86.1% | $4,212-86.9% |
| Admin fee / account holder | $3,129 | $3,877-19.3% | $5,028-37.8% | $7,344-57.4% |