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 5-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 | $8,020 | $64,839-87.6% | $95,585-91.6% | $84,808-90.5% |
| Participation rate | 40.0% | 63.8%-23.8pp | 72.1%-32.1pp | 68.3%-28.3pp |
| Annual return | 11.76% | -670.96%+682.7pp | 38.56%-26.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $655 | $2,965-77.9% | $4,023-83.7% | $4,212-84.4% |
| Admin fee / account holder | $647 | $5,964-89.2% | $6,127-89.4% | $7,344-91.2% |