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 8-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 | $14,873 | $99,877-85.1% | $84,966-82.5% | $145,922-89.8% |
| Participation rate | 21.1% | 74.1%-53.0pp | 67.5%-46.4pp | 80.3%-59.2pp |
| Annual return | 7.78% | 83.76%-76.0pp | 66.38%-58.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $729 | $5,291-86.2% | $4,519-83.9% | $6,688-89.1% |
| Admin fee / account holder | $8,435 | $7,248+16.4% | $6,149+37.2% | $13,397-37.0% |