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 | $21,680 | $126,574-82.9% | $106,213-79.6% | $145,922-85.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 7.21% | 224.79%-217.6pp | 116.14%-108.9pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,129 | $3,730-69.7% | $3,171-64.4% | $4,660-75.8% |
| Participant deferral / active EE | $1,495 | $5,724-73.9% | $5,016-70.2% | $6,688-77.6% |
| Admin fee / account holder | $132,305 | $17,304+664.6% | $11,033+1099.2% | $13,397+887.6% |