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.
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 | $56,297 | $197,591-71.5% | $177,821-68.3% | $158,922-64.6% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.7%-46.1pp | 82.0%-40.3pp |
| Annual return | 2.16% | 58.76%-56.6pp | 48.32%-46.2pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,778 | $6,697-73.5% | $5,918-70.0% | $4,761-62.7% |
| Participant deferral / active EE | $1,975 | $8,405-76.5% | $7,714-74.4% | $5,982-67.0% |
| Admin fee / account holder | $8,044 | $15,399-47.8% | $12,427-35.3% | $11,246-28.5% |