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 9-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 | $62,036 | $86,929-28.6% | $102,423-39.4% | $80,856-23.3% |
| Participation rate | 42.2% | 72.4%-30.2pp | 76.5%-34.3pp | 67.6%-25.4pp |
| Annual return | 9.99% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $559 | $2,369-76.4% | $3,023-81.5% | $2,755-79.7% |
| Participant deferral / active EE | $2,074 | $4,118-49.6% | $5,053-59.0% | $4,296-51.7% |
| Admin fee / account holder | $23,093 | $8,049+186.9% | $9,451+144.4% | $6,918+233.8% |