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.
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 | $62,262 | $91,538-32.0% | $129,995-52.1% | $75,163-17.2% |
| Participation rate | 40.6% | 71.4%-30.9pp | 78.5%-37.9pp | 67.2%-26.6pp |
| Annual return | -5.09% | -631.11%+626.0pp | -137.18%+132.1pp | 160.62%-165.7pp |
| Employer contribution / active EE | $1,139 | $2,845-60.0% | $4,320-73.6% | $2,670-57.4% |
| Participant deferral / active EE | $1,852 | $4,341-57.3% | $5,820-68.2% | $4,125-55.1% |
| Admin fee / account holder | $20,909 | $6,790+207.9% | $10,614+97.0% | $5,651+270.0% |