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 | $34,519 | $86,286-60.0% | $111,297-69.0% | $85,850-59.8% |
| Participation rate | 48.1% | 73.3%-25.2pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 8.49% | 19.99%-11.5pp | 54.65%-46.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $761 | $2,043-62.8% | $2,731-72.1% | $2,565-70.3% |
| Participant deferral / active EE | $1,618 | $3,641-55.6% | $4,487-64.0% | $3,952-59.1% |
| Admin fee / account holder | $3,073 | $8,188-62.5% | $7,964-61.4% | $6,260-50.9% |