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 4-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 | $52,884 | $64,707-18.3% | $112,228-52.9% | $68,494-22.8% |
| Participation rate | 52.6% | 67.2%-14.6pp | 75.1%-22.5pp | 67.9%-15.3pp |
| Annual return | -22.90% | -11.40%-11.5pp | 27.45%-50.3pp | -7.84%-15.1pp |
| Employer contribution / active EE | $408 | $2,746-85.2% | $3,635-88.8% | $2,596-84.3% |
| Participant deferral / active EE | $2,194 | $3,565-38.5% | $4,728-53.6% | $4,027-45.5% |
| Admin fee / account holder | $1,050 | $5,232-79.9% | $6,410-83.6% | $5,403-80.6% |