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 | $24,049 | $30,400-20.9% | $53,898-55.4% | $84,808-71.6% |
| Participation rate | 35.9% | 46.4%-10.5pp | 55.0%-19.1pp | 68.3%-32.4pp |
| Annual return | 13.31% | 500.19%-486.9pp | 528.60%-515.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $56 | $603-90.7% | $932-94.0% | $2,631-97.9% |
| Participant deferral / active EE | $741 | $1,199-38.1% | $1,826-59.4% | $4,212-82.4% |
| Admin fee / account holder | $941 | $1,993-52.8% | $2,491-62.2% | $7,344-87.2% |