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 10-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 | $39,969 | $64,839-38.4% | $95,585-58.2% | $84,808-52.9% |
| Participation rate | 37.9% | 63.8%-25.9pp | 72.1%-34.1pp | 68.3%-30.4pp |
| Annual return | 8.68% | -670.96%+679.6pp | 38.56%-29.9pp | 40.90%-32.2pp |
| Employer contribution / active EE | $138 | $1,759-92.2% | $2,527-94.5% | $2,631-94.8% |
| Participant deferral / active EE | $2,113 | $2,965-28.7% | $4,023-47.5% | $4,212-49.8% |
| Admin fee / account holder | $1,005 | $5,964-83.1% | $6,127-83.6% | $7,344-86.3% |