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 | $184,273 | $55,706+230.8% | $75,886+142.8% | $72,985+152.5% |
| Participation rate | 20.6% | 61.1%-40.5pp | 69.3%-48.7pp | 69.5%-48.9pp |
| Annual return | 5.15% | 27.59%-22.4pp | 30.76%-25.6pp | 81.00%-75.9pp |
| Employer contribution / active EE | $511 | $1,687-69.7% | $2,500-79.5% | $2,440-79.0% |
| Participant deferral / active EE | $906 | $2,634-65.6% | $3,603-74.9% | $3,607-74.9% |
| Admin fee / account holder | $24,979 | $3,978+527.9% | $5,418+361.0% | $5,124+387.5% |