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 6-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 | $32,291 | $176,056-81.7% | $159,436-79.7% | $167,490-80.7% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | -31.66% | 331.75%-363.4pp | 263.57%-295.2pp | 478.56%-510.2pp |
| Employer contribution / active EE | $99 | $5,297-98.1% | $4,829-97.9% | $4,837-97.9% |
| Participant deferral / active EE | $5,094 | $7,750-34.3% | $7,352-30.7% | $6,341-19.7% |
| Admin fee / account holder | $10,620 | $12,554-15.4% | $10,799-1.7% | $12,309-13.7% |