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 | $31,781 | $48,576-34.6% | $169,463-81.2% | $56,287-43.5% |
| Participation rate | 22.1% | 65.8%-43.7pp | 77.8%-55.7pp | 69.9%-47.7pp |
| Annual return | -9.30% | -2.51%-6.8pp | 1.83%-11.1pp | -9.96%+0.7pp |
| Employer contribution / active EE | $395 | $1,559-74.6% | $4,159-90.5% | $2,111-81.3% |
| Participant deferral / active EE | $744 | $3,275-77.3% | $5,277-85.9% | $3,350-77.8% |
| Admin fee / account holder | $537 | $435+23.5% | $9,109-94.1% | $521+3.1% |