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 | $35,747 | $102,317-65.1% | $146,958-75.7% | $80,856-55.8% |
| Participation rate | 60.2% | 75.8%-15.6pp | 82.2%-21.9pp | 67.6%-7.4pp |
| Annual return | 11.49% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,308 | $3,713-64.8% | $4,933-73.5% | $2,755-52.5% |
| Participant deferral / active EE | $2,481 | $6,644-62.7% | $8,070-69.3% | $4,296-42.3% |
| Admin fee / account holder | $3,073 | $7,941-61.3% | $12,998-76.4% | $6,918-55.6% |