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 8-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 | $20,439 | $58,208-64.9% | $81,812-75.0% | $80,856-74.7% |
| Participation rate | 9.7% | 63.4%-53.7pp | 72.3%-62.7pp | 67.6%-58.0pp |
| Annual return | 6.33% | 41.66%-35.3pp | 773.79%-767.5pp | 35.59%-29.3pp |
| Employer contribution / active EE | $240 | $2,340-89.8% | $2,912-91.8% | $2,755-91.3% |
| Participant deferral / active EE | $745 | $3,281-77.3% | $4,319-82.8% | $4,296-82.7% |
| Admin fee / account holder | $17,395 | $4,981+249.2% | $7,386+135.5% | $6,918+151.4% |