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 | $64,074 | $70,587-9.2% | $124,672-48.6% | $85,850-25.4% |
| Participation rate | 54.0% | 64.4%-10.4pp | 74.6%-20.6pp | 69.3%-15.3pp |
| Annual return | 7.86% | 20688.83%-20681.0pp | 5142.93%-5135.1pp | 318.53%-310.7pp |
| Employer contribution / active EE | $236 | $1,913-87.7% | $3,324-92.9% | $2,565-90.8% |
| Participant deferral / active EE | $1,500 | $2,969-49.5% | $4,614-67.5% | $3,952-62.1% |
| Admin fee / account holder | $2,434 | $5,282-53.9% | $7,493-67.5% | $6,260-61.1% |