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 | $25,370 | $74,927-66.1% | $101,794-75.1% | $84,808-70.1% |
| Participation rate | 47.5% | 61.4%-13.9pp | 69.2%-21.7pp | 68.3%-20.8pp |
| Annual return | 9.85% | 18.70%-8.9pp | 30.53%-20.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $645 | $1,522-57.6% | $2,289-71.8% | $2,631-75.5% |
| Participant deferral / active EE | $861 | $3,099-72.2% | $4,084-78.9% | $4,212-79.6% |
| Admin fee / account holder | $2,487 | $6,514-61.8% | $8,777-71.7% | $7,344-66.1% |