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 | $7,692 | $56,317-86.3% | $71,209-89.2% | $74,304-89.6% |
| Participation rate | 13.6% | 55.1%-41.5pp | 73.8%-60.2pp | 60.3%-46.7pp |
| Annual return | 8.82% | 42.83%-34.0pp | 282.51%-273.7pp | 29.43%-20.6pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $145 | $2,788-94.8% | $4,175-96.5% | $3,767-96.2% |
| Admin fee / account holder | $672 | $2,290-70.6% | $5,349-87.4% | $2,969-77.4% |