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.
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 | $11,547 | $158,398-92.7% | $126,539-90.9% | $142,382-91.9% |
| Participation rate | 20.0% | 75.8%-55.8pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 7.75% | 593.76%-586.0pp | 425.95%-418.2pp | 217.08%-209.3pp |
| Employer contribution / active EE | $73 | $4,650-98.4% | $3,674-98.0% | $4,299-98.3% |
| Participant deferral / active EE | $291 | $4,767-93.9% | $4,083-92.9% | $6,507-95.5% |
| Admin fee / account holder | $2,243 | $6,918-67.6% | $6,065-63.0% | $12,624-82.2% |