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 8-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 | $17,233 | $69,010-75.0% | $159,960-89.2% | $68,494-74.8% |
| Participation rate | 30.7% | 65.4%-34.7pp | 78.0%-47.3pp | 67.9%-37.2pp |
| Annual return | -19.48% | -9.65%-9.8pp | 408.60%-428.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $846 | $2,213-61.8% | $4,226-80.0% | $2,596-67.4% |
| Participant deferral / active EE | $1,273 | $4,212-69.8% | $6,182-79.4% | $4,027-68.4% |
| Admin fee / account holder | $407 | $4,798-91.5% | $8,698-95.3% | $5,403-92.5% |