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 | $17,784 | $57,281-69.0% | $86,612-79.5% | $75,163-76.3% |
| Participation rate | 56.0% | 63.2%-7.2pp | 71.7%-15.7pp | 67.2%-11.2pp |
| Annual return | 12.02% | 2670.75%-2658.7pp | 591.07%-579.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $621 | $2,314-73.1% | $3,022-79.4% | $2,670-76.7% |
| Participant deferral / active EE | $768 | $3,318-76.8% | $4,438-82.7% | $4,125-81.4% |
| Admin fee / account holder | $806 | $4,112-80.4% | $5,614-85.6% | $5,651-85.7% |