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 5-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 | $50,458 | $102,604-50.8% | $86,188-41.5% | $139,434-63.8% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 8.33% | 1922.51%-1914.2pp | 1168.45%-1160.1pp | 372.94%-364.6pp |
| Employer contribution / active EE | $480 | $3,032-84.2% | $2,380-79.8% | $4,751-89.9% |
| Participant deferral / active EE | $6,000 | $4,676+28.3% | $3,985+50.6% | $6,710-10.6% |
| Admin fee / account holder | $626 | $8,657-92.8% | $6,852-90.9% | $11,403-94.5% |