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 | $49,708 | $96,128-48.3% | $136,007-63.5% | $80,856-38.5% |
| Participation rate | 26.4% | 71.2%-44.9pp | 76.5%-50.1pp | 67.6%-41.2pp |
| Annual return | 9.36% | 28.71%-19.3pp | 579.32%-570.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $114 | $3,351-96.6% | $4,217-97.3% | $2,755-95.8% |
| Participant deferral / active EE | $2,525 | $5,709-55.8% | $7,025-64.1% | $4,296-41.2% |
| Admin fee / account holder | $5,345 | $8,236-35.1% | $6,858-22.1% | $6,918-22.7% |