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 | $15,381 | $60,022-74.4% | $88,946-82.7% | $84,808-81.9% |
| Participation rate | 39.6% | 57.8%-18.3pp | 68.8%-29.3pp | 68.3%-28.7pp |
| Annual return | 13.00% | 22.43%-9.4pp | 57.82%-44.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $288 | $1,703-83.1% | $2,555-88.7% | $2,631-89.0% |
| Participant deferral / active EE | $705 | $3,114-77.3% | $4,581-84.6% | $4,212-83.3% |
| Admin fee / account holder | $826 | $4,811-82.8% | $8,261-90.0% | $7,344-88.7% |