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 | $17,796 | $56,357-68.4% | $104,294-82.9% | $68,494-74.0% |
| Participation rate | 34.1% | 63.3%-29.1pp | 73.3%-39.1pp | 67.9%-33.8pp |
| Annual return | -19.23% | -9.19%-10.0pp | 24.61%-43.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $977 | $1,960-50.2% | $3,372-71.0% | $2,596-62.4% |
| Participant deferral / active EE | $1,015 | $3,077-67.0% | $4,625-78.1% | $4,027-74.8% |
| Admin fee / account holder | $597 | $4,903-87.8% | $7,339-91.9% | $5,403-89.0% |