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 | $71,505 | $71,050+0.6% | $93,606-23.6% | $80,856-11.6% |
| Participation rate | 46.8% | 60.4%-13.6pp | 68.7%-21.9pp | 67.6%-20.8pp |
| Annual return | 9.85% | 11.26%-1.4pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $442 | $1,564-71.7% | $2,420-81.7% | $2,755-84.0% |
| Participant deferral / active EE | $1,143 | $4,034-71.7% | $4,411-74.1% | $4,296-73.4% |
| Admin fee / account holder | $6,241 | $6,945-10.1% | $8,285-24.7% | $6,918-9.8% |