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 | $49,116 | $98,750-50.3% | $149,696-67.2% | $79,858-38.5% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.5%-52.5pp | 69.6%-39.6pp |
| Annual return | 11.07% | 27.43%-16.4pp | 276.60%-265.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,345 | $5,680-41.1% | $6,842-51.1% | $3,740-10.6% |
| Admin fee / account holder | $6,214 | $6,053+2.7% | $9,309-33.2% | $5,306+17.1% |