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 | $33,129 | $80,724-59.0% | $103,333-67.9% | $74,495-55.5% |
| Participation rate | 31.3% | 65.7%-34.4pp | 74.5%-43.3pp | 67.2%-36.0pp |
| Annual return | 10.22% | 27.56%-17.3pp | 24.88%-14.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,105 | $3,860-71.4% | $5,057-78.1% | $4,346-74.6% |
| Admin fee / account holder | $2,937 | $2,368+24.0% | $8,355-64.8% | $1,942+51.3% |