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 | $34,771 | $201,272-82.7% | $184,203-81.1% | $145,922-76.2% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 7.57% | 29.00%-21.4pp | 28.81%-21.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,800 | $7,022-74.4% | $6,427-72.0% | $4,660-61.4% |
| Participant deferral / active EE | $1,800 | $9,806-81.6% | $9,131-80.3% | $6,688-73.1% |
| Admin fee / account holder | $992 | $16,364-93.9% | $13,901-92.9% | $13,397-92.6% |