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 | $44,561 | $58,208-23.4% | $81,812-45.5% | $80,856-44.9% |
| Participation rate | 22.6% | 63.4%-40.8pp | 72.3%-49.7pp | 67.6%-45.0pp |
| Annual return | 10.01% | 41.66%-31.6pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $211 | $2,340-91.0% | $2,912-92.8% | $2,755-92.4% |
| Participant deferral / active EE | $850 | $3,281-74.1% | $4,319-80.3% | $4,296-80.2% |
| Admin fee / account holder | $377 | $4,981-92.4% | $7,386-94.9% | $6,918-94.6% |