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 | $76,570 | $56,767+34.9% | $101,794-24.8% | $85,563-10.5% |
| Participation rate | 14.2% | 57.6%-43.3pp | 69.2%-54.9pp | 66.0%-51.7pp |
| Annual return | 12.74% | 17.76%-5.0pp | 30.53%-17.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $228 | $1,112-79.5% | $2,289-90.0% | $2,654-91.4% |
| Participant deferral / active EE | $508 | $2,720-81.3% | $4,084-87.6% | $4,375-88.4% |
| Admin fee / account holder | $2,343 | $1,098+113.4% | $8,777-73.3% | $834+180.9% |