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.
Employer 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 | $20,928 | $176,056-88.1% | $159,436-86.9% | $167,490-87.5% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 0.53% | 331.75%-331.2pp | 263.57%-263.0pp | 478.56%-478.0pp |
| Employer contribution / active EE | $786 | $5,297-85.2% | $4,829-83.7% | $4,837-83.8% |
| Participant deferral / active EE | $4,925 | $7,750-36.5% | $7,352-33.0% | $6,341-22.3% |
| Admin fee / account holder | $2,274 | $12,554-81.9% | $10,799-78.9% | $12,309-81.5% |