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 4-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 | $28,677 | $34,934-17.9% | $56,411-49.2% | $74,495-61.5% |
| Participation rate | 1.9% | 32.8%-30.9pp | 52.5%-50.5pp | 67.2%-65.3pp |
| Annual return | -2250.98% | 25.94%-2276.9pp | 1701.33%-3952.3pp | 1364.94%-3615.9pp |
| Employer contribution / active EE | $92 | $609-84.8% | $1,039-91.1% | $2,623-96.5% |
| Participant deferral / active EE | $791 | $1,170-32.4% | $1,952-59.5% | $4,346-81.8% |
| Admin fee / account holder | $9,675 | $2,364+309.3% | $2,829+242.0% | $1,942+398.2% |