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.
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 | $33,351 | $80,724-58.7% | $103,333-67.7% | $74,495-55.2% |
| Participation rate | 2.4% | 65.7%-63.3pp | 74.5%-72.1pp | 67.2%-64.8pp |
| Annual return | 11.03% | 27.56%-16.5pp | 24.88%-13.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $95 | $3,860-97.6% | $5,057-98.1% | $4,346-97.8% |
| Admin fee / account holder | $2,193 | $2,368-7.4% | $8,355-73.8% | $1,942+12.9% |