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 | $10,668 | $100,773-89.4% | $88,946-88.0% | $142,382-92.5% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.8%-14.3pp | 80.1%-25.6pp |
| Annual return | 5.58% | 70.18%-64.6pp | 57.82%-52.2pp | 217.08%-211.5pp |
| Employer contribution / active EE | $623 | $2,918-78.6% | $2,555-75.6% | $4,299-85.5% |
| Participant deferral / active EE | $832 | $5,230-84.1% | $4,581-81.8% | $6,507-87.2% |
| Admin fee / account holder | $2,210 | $9,693-77.2% | $8,261-73.3% | $12,624-82.5% |