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 | $98,312 | $105,860-7.1% | $90,749+8.3% | $134,475-26.9% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -26.55% | -11.01%-15.5pp | -12.16%-14.4pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,012 | $3,462-70.8% | $2,921-65.4% | $4,740-78.7% |
| Participant deferral / active EE | $1,357 | $5,216-74.0% | $4,564-70.3% | $6,400-78.8% |
| Admin fee / account holder | $1,315 | $13,938-90.6% | $8,445-84.4% | $11,426-88.5% |