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 9-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 | $59,206 | $102,616-42.3% | $81,983-27.8% | $158,922-62.7% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.2%-49.2pp | 82.0%-62.0pp |
| Annual return | -5.38% | 61.04%-66.4pp | 41.31%-46.7pp | 302.83%-308.2pp |
| Employer contribution / active EE | $125 | $3,240-96.1% | $2,498-95.0% | $4,761-97.4% |
| Participant deferral / active EE | $3,131 | $4,648-32.6% | $3,722-15.9% | $5,982-47.7% |
| Admin fee / account holder | $50,554 | $8,235+513.9% | $5,664+792.6% | $11,246+349.5% |