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 5-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 | $11,799 | $81,248-85.5% | $155,509-92.4% | $80,856-85.4% |
| Participation rate | 19.2% | 66.2%-47.0pp | 78.2%-59.0pp | 67.6%-48.4pp |
| Annual return | -8.29% | 33.31%-41.6pp | 64.67%-73.0pp | 35.59%-43.9pp |
| Employer contribution / active EE | $411 | $3,100-86.7% | $4,672-91.2% | $2,755-85.1% |
| Participant deferral / active EE | $791 | $3,452-77.1% | $5,626-85.9% | $4,296-81.6% |
| Admin fee / account holder | $2,022 | $7,997-74.7% | $15,912-87.3% | $6,918-70.8% |