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.
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 | $62,987 | $106,543-40.9% | $91,220-31.0% | $134,475-53.2% |
| Participation rate | 55.0% | 76.8%-21.8pp | 73.2%-18.2pp | 81.2%-26.2pp |
| Annual return | -21.20% | 160.60%-181.8pp | 114.01%-135.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $304 | $3,331-90.9% | $2,850-89.3% | $4,740-93.6% |
| Participant deferral / active EE | $3,098 | $4,719-34.3% | $4,234-26.8% | $6,400-51.6% |
| Admin fee / account holder | $332 | $6,231-94.7% | $5,420-93.9% | $11,426-97.1% |