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 6-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 | $17,635 | $77,314-77.2% | $177,989-90.1% | $80,856-78.2% |
| Participation rate | 8.5% | 65.7%-57.2pp | 77.1%-68.6pp | 67.6%-59.1pp |
| Annual return | 8.52% | 18.09%-9.6pp | 294.48%-286.0pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $732 | $4,411-83.4% | $6,276-88.3% | $4,296-83.0% |
| Admin fee / account holder | $2,426 | $7,191-66.3% | $10,363-76.6% | $6,918-64.9% |