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 | $30,676 | $58,726-47.8% | $92,233-66.7% | $62,292-50.8% |
| Participation rate | 28.4% | 68.3%-39.9pp | 76.5%-48.0pp | 69.5%-41.1pp |
| Annual return | 6.81% | 43.62%-36.8pp | 176.28%-169.5pp | 28.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,062 | $2,766-61.6% | $3,897-72.7% | $3,169-66.5% |
| Admin fee / account holder | $2,556 | $556+359.4% | $5,194-50.8% | $479+433.3% |