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.
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 | $32,105 | $167,307-80.8% | $143,757-77.7% | $134,475-76.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -40.00% | 0.46%-40.5pp | -0.04%-40.0pp | 417.96%-458.0pp |
| Employer contribution / active EE | $884 | $5,619-84.3% | $4,951-82.1% | $4,740-81.3% |
| Participant deferral / active EE | $4,117 | $6,446-36.1% | $5,637-27.0% | $6,400-35.7% |
| Admin fee / account holder | $325 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |