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 | $152,522 | $109,881+38.8% | $150,045+1.7% | $84,808+79.8% |
| Participation rate | 55.6% | 76.1%-20.5pp | 82.3%-26.8pp | 68.3%-12.8pp |
| Annual return | 12.11% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $822 | $3,561-76.9% | $4,693-82.5% | $2,631-68.8% |
| Participant deferral / active EE | $2,312 | $6,636-65.2% | $7,997-71.1% | $4,212-45.1% |
| Admin fee / account holder | $20,662 | $8,568+141.2% | $13,435+53.8% | $7,344+181.4% |