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.
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 | $8,555 | $37,426-77.1% | $77,482-89.0% | $79,858-89.3% |
| Participation rate | 13.3% | 41.5%-28.2pp | 54.2%-40.9pp | 69.6%-56.3pp |
| Annual return | 9.44% | 39.70%-30.3pp | 54.79%-45.3pp | 31.71%-22.3pp |
| Employer contribution / active EE | $138 | $637-78.3% | $986-86.0% | $2,471-94.4% |
| Participant deferral / active EE | $194 | $1,260-84.6% | $1,861-89.6% | $3,740-94.8% |
| Admin fee / account holder | $1,488 | $2,504-40.6% | $2,858-47.9% | $5,306-72.0% |