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 | $43,755 | $48,750-10.2% | $88,946-50.8% | $74,304-41.1% |
| Participation rate | 24.3% | 44.5%-20.2pp | 68.8%-44.6pp | 60.3%-36.1pp |
| Annual return | 13.28% | 25.91%-12.6pp | 57.82%-44.5pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $912 | $2,423-62.4% | $4,581-80.1% | $3,767-75.8% |
| Admin fee / account holder | $1,984 | $3,756-47.2% | $8,261-76.0% | $2,969-33.2% |