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.
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 | $15,732 | $40,256-60.9% | $57,343-72.6% | $59,632-73.6% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.8pp | 68.7%-35.3pp |
| Annual return | -2.74% | 27.49%-30.2pp | 24.39%-27.1pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,331 | $2,399-2.8% | $3,162-26.3% | $3,192-27.0% |
| Admin fee / account holder | $3,825 | $2,818+35.7% | $3,356+14.0% | $4,297-11.0% |