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 | $14,776 | $91,190-83.8% | $178,490-91.7% | $79,858-81.5% |
| Participation rate | 21.2% | 69.2%-48.0pp | 81.9%-60.7pp | 69.6%-48.4pp |
| Annual return | 0.68% | 24.19%-23.5pp | 151.07%-150.4pp | 31.71%-31.0pp |
| Employer contribution / active EE | $412 | $3,256-87.3% | $5,011-91.8% | $2,471-83.3% |
| Participant deferral / active EE | $839 | $3,236-74.1% | $5,202-83.9% | $3,740-77.6% |
| Admin fee / account holder | $7,690 | $6,751+13.9% | $13,984-45.0% | $5,306+44.9% |