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 | $22,277 | $70,475-68.4% | $100,516-77.8% | $79,858-72.1% |
| Participation rate | 27.3% | 73.7%-46.4pp | 79.4%-52.1pp | 69.6%-42.4pp |
| Annual return | 9.22% | 21.90%-12.7pp | 30.89%-21.7pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,468 | $5,181-71.7% | $6,270-76.6% | $3,740-60.8% |
| Admin fee / account holder | $1,718 | $4,478-61.6% | $8,081-78.7% | $5,306-67.6% |