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 | $161,584 | $89,355+80.8% | $141,162+14.5% | $72,985+121.4% |
| Participation rate | 46.7% | 75.1%-28.5pp | 82.5%-35.8pp | 69.5%-22.8pp |
| Annual return | 17.27% | 111.85%-94.6pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,552 | $5,418+20.9% | $6,709-2.3% | $3,607+81.6% |
| Admin fee / account holder | $448 | $5,958-92.5% | $10,261-95.6% | $5,124-91.3% |