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 | $44,258 | $95,416-53.6% | $185,823-76.2% | $85,850-48.4% |
| Participation rate | 38.5% | 68.8%-30.3pp | 81.7%-43.2pp | 69.3%-30.9pp |
| Annual return | 8.13% | 23.59%-15.5pp | 122.05%-113.9pp | 318.53%-310.4pp |
| Employer contribution / active EE | $525 | $3,314-84.2% | $5,167-89.8% | $2,565-79.5% |
| Participant deferral / active EE | $529 | $3,423-84.5% | $5,568-90.5% | $3,952-86.6% |
| Admin fee / account holder | $4,700 | $7,213-34.8% | $16,237-71.1% | $6,260-24.9% |