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 | $55,116 | $37,426+47.3% | $77,482-28.9% | $79,858-31.0% |
| Participation rate | 52.5% | 41.5%+11.0pp | 54.2%-1.7pp | 69.6%-17.2pp |
| Annual return | 7.86% | 39.70%-31.8pp | 54.79%-46.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $87 | $637-86.4% | $986-91.2% | $2,471-96.5% |
| Participant deferral / active EE | $1,905 | $1,260+51.2% | $1,861+2.4% | $3,740-49.1% |
| Admin fee / account holder | $1,448 | $2,504-42.2% | $2,858-49.3% | $5,306-72.7% |