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 | $94,985 | $97,757-2.8% | $83,848+13.3% | $135,375-29.8% |
| Participation rate | 47.4% | 80.0%-32.6pp | 76.1%-28.8pp | 82.6%-35.3pp |
| Annual return | -9.77% | 1287.37%-1297.1pp | 850.88%-860.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $303 | $4,222-92.8% | $3,631-91.6% | $4,779-93.7% |
| Participant deferral / active EE | $1,329 | $4,682-71.6% | $4,082-67.4% | $5,609-76.3% |
| Admin fee / account holder | $696 | $6,674-89.6% | $5,478-87.3% | $10,827-93.6% |