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 | $79,263 | $109,413-27.6% | $156,263-49.3% | $84,808-6.5% |
| Participation rate | 63.0% | 72.7%-9.7pp | 78.9%-15.9pp | 68.3%-5.3pp |
| Annual return | 12.05% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,152 | $2,907-60.4% | $4,333-73.4% | $2,631-56.2% |
| Participant deferral / active EE | $1,632 | $4,590-64.4% | $6,158-73.5% | $4,212-61.2% |
| Admin fee / account holder | $2,639 | $9,357-71.8% | $14,255-81.5% | $7,344-64.1% |