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 | $75,549 | $89,753-15.8% | $107,525-29.7% | $84,808-10.9% |
| Participation rate | 52.0% | 68.1%-16.1pp | 75.1%-23.1pp | 68.3%-16.3pp |
| Annual return | 11.49% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $792 | $3,113-74.5% | $3,754-78.9% | $2,631-69.9% |
| Participant deferral / active EE | $3,962 | $4,056-2.3% | $5,116-22.5% | $4,212-5.9% |
| Admin fee / account holder | $647 | $7,222-91.0% | $8,919-92.7% | $7,344-91.2% |