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 | $37,773 | $177,572-78.7% | $154,803-75.6% | $142,382-73.5% |
| Participation rate | 9.1% | 82.1%-73.0pp | 78.1%-69.0pp | 80.1%-71.0pp |
| Annual return | -3.27% | 65.07%-68.3pp | 58.88%-62.1pp | 217.08%-220.3pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,360 | $6,272-78.3% | $5,540-75.4% | $6,507-79.1% |
| Admin fee / account holder | $6,032 | $16,786-64.1% | $14,329-57.9% | $12,624-52.2% |