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 9-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 | $19,814 | $148,534-86.7% | $135,903-85.4% | $139,434-85.8% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 12.09% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,033 | $5,243-80.3% | $4,856-78.7% | $4,751-78.3% |
| Participant deferral / active EE | $1,295 | $8,100-84.0% | $7,758-83.3% | $6,710-80.7% |
| Admin fee / account holder | $529 | $12,400-95.7% | $10,762-95.1% | $11,403-95.4% |