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 7-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 | $23,787 | $117,841-79.8% | $102,423-76.8% | $145,922-83.7% |
| Participation rate | 10.5% | 78.6%-68.1pp | 76.5%-66.0pp | 80.3%-69.8pp |
| Annual return | 8.48% | 31.65%-23.2pp | 29.32%-20.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $835 | $5,731-85.4% | $5,053-83.5% | $6,688-87.5% |
| Admin fee / account holder | $758 | $13,326-94.3% | $9,451-92.0% | $13,397-94.3% |