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 | $16,824 | $76,000-77.9% | $154,107-89.1% | $64,186-73.8% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -13.12% | 30.32%-43.4pp | 735.12%-748.2pp | 7.63%-20.7pp |
| Employer contribution / active EE | $357 | $3,351-89.3% | $5,298-93.3% | $2,381-85.0% |
| Participant deferral / active EE | $2,691 | $3,175-15.3% | $5,081-47.0% | $3,470-22.4% |
| Admin fee / account holder | $1,327 | $5,596-76.3% | $13,411-90.1% | $4,888-72.9% |