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 10-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 | $38,430 | $101,317-62.1% | $146,958-73.8% | $74,495-48.4% |
| Participation rate | 34.1% | 75.5%-41.4pp | 82.2%-48.1pp | 67.2%-33.1pp |
| Annual return | 9.27% | 8730.91%-8721.6pp | 418.34%-409.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,597 | $7,303-78.1% | $8,070-80.2% | $4,346-63.3% |
| Admin fee / account holder | $3,791 | $1,739+118.0% | $12,998-70.8% | $1,942+95.2% |