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 | $17,375 | $138,044-87.4% | $125,339-86.1% | $134,475-87.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.99% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,122 | $5,243-78.6% | $4,814-76.7% | $4,740-76.3% |
| Participant deferral / active EE | $1,519 | $7,799-80.5% | $7,446-79.6% | $6,400-76.3% |
| Admin fee / account holder | $663 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |