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.
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 | $27,286 | $74,888-63.6% | $71,209-61.7% | $142,382-80.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 12.49% | 345.14%-332.7pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $334 | $2,854-88.3% | $2,721-87.7% | $4,299-92.2% |
| Participant deferral / active EE | $2,187 | $4,454-50.9% | $4,175-47.6% | $6,507-66.4% |
| Admin fee / account holder | $2,010 | $5,568-63.9% | $5,349-62.4% | $12,624-84.1% |