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.
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 | $23,590 | $77,813-69.7% | $123,544-80.9% | $64,186-63.2% |
| Participation rate | 41.4% | 74.7%-33.3pp | 82.3%-40.9pp | 69.6%-28.2pp |
| Annual return | -12.25% | 12.48%-24.7pp | 119.20%-131.4pp | 7.63%-19.9pp |
| Employer contribution / active EE | $45 | $3,014-98.5% | $4,628-99.0% | $2,381-98.1% |
| Participant deferral / active EE | $2,268 | $5,240-56.7% | $6,426-64.7% | $3,470-34.6% |
| Admin fee / account holder | $7,246 | $5,519+31.3% | $9,284-22.0% | $4,888+48.2% |