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.
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 | $35,681 | $68,547-47.9% | $120,354-70.4% | $80,856-55.9% |
| Participation rate | 57.6% | 61.6%-4.0pp | 71.9%-14.3pp | 67.6%-10.1pp |
| Annual return | 8.40% | 23.60%-15.2pp | 107.15%-98.7pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $583 | $3,173-81.6% | $4,991-88.3% | $4,296-86.4% |
| Admin fee / account holder | $1,720 | $5,732-70.0% | $9,423-81.8% | $6,918-75.1% |