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 | $59,103 | $60,124-1.7% | $90,404-34.6% | $79,858-26.0% |
| Participation rate | 21.6% | 65.0%-43.4pp | 72.7%-51.1pp | 69.6%-48.0pp |
| Annual return | 4.00% | 71.94%-67.9pp | 1293.02%-1289.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $798 | $2,068-61.4% | $3,262-75.5% | $2,471-67.7% |
| Participant deferral / active EE | $692 | $2,938-76.4% | $3,963-82.5% | $3,740-81.5% |
| Admin fee / account holder | $15,381 | $3,976+286.8% | $5,611+174.1% | $5,306+189.9% |