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.
Employer 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 | $96,757 | $71,050+36.2% | $93,606+3.4% | $80,856+19.7% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.6%-32.3pp |
| Annual return | 9.14% | 11.26%-2.1pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $239 | $1,564-84.7% | $2,420-90.1% | $2,755-91.3% |
| Participant deferral / active EE | $3,257 | $4,034-19.3% | $4,411-26.2% | $4,296-24.2% |
| Admin fee / account holder | $10,485 | $6,945+51.0% | $8,285+26.6% | $6,918+51.6% |