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 | $92,794 | $60,892+52.4% | $82,389+12.6% | $84,808+9.4% |
| Participation rate | 40.6% | 63.3%-22.6pp | 69.5%-28.9pp | 68.3%-27.7pp |
| Annual return | 11.60% | 37.29%-25.7pp | 28.67%-17.1pp | 40.90%-29.3pp |
| Employer contribution / active EE | $203 | $1,779-88.6% | $2,517-91.9% | $2,631-92.3% |
| Participant deferral / active EE | $1,256 | $3,179-60.5% | $4,155-69.8% | $4,212-70.2% |
| Admin fee / account holder | $4,271 | $5,467-21.9% | $7,231-40.9% | $7,344-41.8% |