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 3-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 | $35,507 | $99,877-64.4% | $84,966-58.2% | $145,922-75.7% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 6.23% | 83.76%-77.5pp | 66.38%-60.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $259 | $3,231-92.0% | $2,727-90.5% | $4,660-94.4% |
| Participant deferral / active EE | $2,207 | $5,291-58.3% | $4,519-51.2% | $6,688-67.0% |
| Admin fee / account holder | $878 | $7,248-87.9% | $6,149-85.7% | $13,397-93.5% |