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 | $21,528 | $58,927-63.5% | $76,817-72.0% | $72,985-70.5% |
| Participation rate | 59.3% | 67.3%-8.1pp | 72.1%-12.8pp | 69.5%-10.2pp |
| Annual return | 3.42% | 2305.64%-2302.2pp | 1166.11%-1162.7pp | 81.00%-77.6pp |
| Employer contribution / active EE | $153 | $1,787-91.5% | $2,302-93.4% | $2,440-93.7% |
| Participant deferral / active EE | $1,108 | $2,690-58.8% | $3,336-66.8% | $3,607-69.3% |
| Admin fee / account holder | $4,824 | $4,013+20.2% | $6,420-24.9% | $5,124-5.9% |