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 | $37,407 | $65,409-42.8% | $98,442-62.0% | $85,850-56.4% |
| Participation rate | 21.1% | 65.0%-43.9pp | 73.3%-52.3pp | 69.3%-48.3pp |
| Annual return | 9.52% | 21.76%-12.2pp | 1492.73%-1483.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $235 | $2,168-89.2% | $2,960-92.1% | $2,565-90.8% |
| Participant deferral / active EE | $331 | $3,166-89.5% | $4,276-92.3% | $3,952-91.6% |
| Admin fee / account holder | $6,644 | $4,593+44.7% | $5,949+11.7% | $6,260+6.1% |