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.
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 | $72,205 | $86,655-16.7% | $119,609-39.6% | $66,914+7.9% |
| Participation rate | 38.8% | 75.6%-36.7pp | 79.3%-40.4pp | 69.8%-31.0pp |
| Annual return | -19.83% | -8.00%-11.8pp | -14.97%-4.9pp | 1.58%-21.4pp |
| Employer contribution / active EE | $906 | $2,536-64.3% | $4,232-78.6% | $2,544-64.4% |
| Participant deferral / active EE | $1,404 | $4,358-67.8% | $5,602-74.9% | $4,237-66.9% |
| Admin fee / account holder | $323 | $755-57.3% | $10,323-96.9% | $593-45.6% |