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 | $31,073 | $85,766-63.8% | $136,294-77.2% | $70,131-55.7% |
| Participation rate | 47.4% | 74.2%-26.8pp | 81.9%-34.6pp | 69.5%-22.2pp |
| Annual return | 10.20% | 31.45%-21.3pp | 5155.94%-5145.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,077 | $2,966-63.7% | $4,695-77.1% | $2,342-54.0% |
| Participant deferral / active EE | $1,660 | $5,051-67.1% | $6,247-73.4% | $3,332-50.2% |
| Admin fee / account holder | $540 | $5,420-90.0% | $9,243-94.2% | $4,645-88.4% |