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 | $42,105 | $82,664-49.1% | $125,339-66.4% | $68,494-38.5% |
| Participation rate | 63.9% | 75.0%-11.1pp | 82.4%-18.4pp | 67.9%-4.0pp |
| Annual return | -20.41% | -5.97%-14.4pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,019 | $3,381-69.9% | $4,814-78.8% | $2,596-60.8% |
| Participant deferral / active EE | $2,036 | $6,110-66.7% | $7,446-72.7% | $4,027-49.4% |
| Admin fee / account holder | $5,803 | $6,275-7.5% | $10,010-42.0% | $5,403+7.4% |