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.
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 | $37,074 | $80,717-54.1% | $154,803-76.1% | $84,808-56.3% |
| Participation rate | 13.2% | 66.8%-53.7pp | 78.1%-64.9pp | 68.3%-55.2pp |
| Annual return | -0.34% | 37.96%-38.3pp | 58.88%-59.2pp | 40.90%-41.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $860 | $3,303-74.0% | $5,540-84.5% | $4,212-79.6% |
| Admin fee / account holder | $6,565 | $6,746-2.7% | $14,329-54.2% | $7,344-10.6% |