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 9-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 | $39,570 | $78,485-49.6% | $106,213-62.7% | $74,495-46.9% |
| Participation rate | 10.2% | 72.8%-62.6pp | 75.3%-65.1pp | 67.2%-57.0pp |
| Annual return | 9.98% | 15.95%-6.0pp | 116.14%-106.2pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $134 | $4,322-96.9% | $5,016-97.3% | $4,346-96.9% |
| Admin fee / account holder | $13,161 | $2,232+489.7% | $11,033+19.3% | $1,942+577.8% |