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 | $39,899 | $102,317-61.0% | $146,958-72.9% | $80,856-50.7% |
| Participation rate | 26.5% | 75.8%-49.3pp | 82.2%-55.6pp | 67.6%-41.1pp |
| Annual return | 8.31% | 134.76%-126.4pp | 418.34%-410.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,315 | $6,644-80.2% | $8,070-83.7% | $4,296-69.4% |
| Admin fee / account holder | $601 | $7,941-92.4% | $12,998-95.4% | $6,918-91.3% |