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 7-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 | $34,889 | $27,839+25.3% | $58,482-40.3% | $71,457-51.2% |
| Participation rate | 16.7% | 34.5%-17.9pp | 50.9%-34.2pp | 67.9%-51.3pp |
| Annual return | 13.89% | 26.81%-12.9pp | 4239.32%-4225.4pp | 28.85%-15.0pp |
| Employer contribution / active EE | $7 | $631-98.9% | $1,053-99.3% | $2,588-99.7% |
| Participant deferral / active EE | $325 | $1,206-73.1% | $1,924-83.1% | $4,289-92.4% |
| Admin fee / account holder | $1,014 | $1,641-38.2% | $2,516-59.7% | $1,587-36.1% |