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 | $108,640 | $105,181+3.3% | $159,436-31.9% | $85,850+26.5% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.8%-24.8pp | 69.3%-11.3pp |
| Annual return | 12.44% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $768 | $3,318-76.9% | $4,829-84.1% | $2,565-70.1% |
| Participant deferral / active EE | $2,020 | $5,945-66.0% | $7,352-72.5% | $3,952-48.9% |
| Admin fee / account holder | $509 | $6,933-92.7% | $10,799-95.3% | $6,260-91.9% |