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.
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 | $9,615 | $27,915-65.6% | $58,482-83.6% | $75,163-87.2% |
| Participation rate | 3.2% | 38.8%-35.7pp | 50.9%-47.7pp | 67.2%-64.0pp |
| Annual return | 6.95% | 44.20%-37.3pp | 4239.32%-4232.4pp | 160.62%-153.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $115 | $1,201-90.4% | $1,924-94.0% | $4,125-97.2% |
| Admin fee / account holder | $635 | $1,726-63.2% | $2,516-74.8% | $5,651-88.8% |