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 3-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 | $75,284 | $102,317-26.4% | $146,958-48.8% | $80,856-6.9% |
| Participation rate | 31.1% | 75.8%-44.7pp | 82.2%-51.0pp | 67.6%-36.5pp |
| Annual return | 11.15% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $924 | $3,713-75.1% | $4,933-81.3% | $2,755-66.5% |
| Participant deferral / active EE | $1,925 | $6,644-71.0% | $8,070-76.1% | $4,296-55.2% |
| Admin fee / account holder | $16,157 | $7,941+103.5% | $12,998+24.3% | $6,918+133.6% |