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.
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 | $13,277 | $49,177-73.0% | $79,464-83.3% | $64,186-79.3% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.3%-11.8pp | 69.6%-8.0pp |
| Annual return | -8.81% | -1.16%-7.7pp | 718.14%-727.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,695 | $2,821+66.4% | $3,704+26.7% | $3,470+35.3% |
| Admin fee / account holder | $546 | $3,839-85.8% | $5,113-89.3% | $4,888-88.8% |