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 | $54,986 | $81,248-32.3% | $155,509-64.6% | $80,856-32.0% |
| Participation rate | 10.8% | 66.2%-55.4pp | 78.2%-67.4pp | 67.6%-56.8pp |
| Annual return | 8.13% | 33.31%-25.2pp | 64.67%-56.5pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $714 | $3,452-79.3% | $5,626-87.3% | $4,296-83.4% |
| Admin fee / account holder | $323 | $7,997-96.0% | $15,912-98.0% | $6,918-95.3% |