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 | $69,408 | $76,912-9.8% | $129,110-46.2% | $68,494+1.3% |
| Participation rate | 54.3% | 69.1%-14.9pp | 77.3%-23.0pp | 67.9%-13.6pp |
| Annual return | -20.23% | -9.78%-10.4pp | -10.94%-9.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,111 | $3,243-65.7% | $5,052-78.0% | $2,596-57.2% |
| Participant deferral / active EE | $1,611 | $4,732-66.0% | $6,542-75.4% | $4,027-60.0% |
| Admin fee / account holder | $4,805 | $6,638-27.6% | $14,302-66.4% | $5,403-11.1% |