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 | $21,600 | $77,145-72.0% | $108,410-80.1% | $85,850-74.8% |
| Participation rate | 66.7% | 74.7%-8.0pp | 80.1%-13.5pp | 69.3%-2.6pp |
| Annual return | 4.42% | 44.54%-40.1pp | 905.27%-900.9pp | 318.53%-314.1pp |
| Employer contribution / active EE | $767 | $2,379-67.7% | $3,558-78.4% | $2,565-70.1% |
| Participant deferral / active EE | $1,084 | $5,566-80.5% | $6,563-83.5% | $3,952-72.6% |
| Admin fee / account holder | $1,692 | $5,172-67.3% | $7,295-76.8% | $6,260-73.0% |