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 | $101,459 | $86,655+17.1% | $119,609-15.2% | $66,914+51.6% |
| Participation rate | 29.4% | 75.6%-46.2pp | 79.3%-49.8pp | 69.8%-40.4pp |
| Annual return | -26.32% | -8.00%-18.3pp | -14.97%-11.4pp | 1.58%-27.9pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,331 | $4,358-0.6% | $5,602-22.7% | $4,237+2.2% |
| Admin fee / account holder | $2,179 | $755+188.8% | $10,323-78.9% | $593+267.4% |