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 | $185,133 | $81,208+128.0% | $98,907+87.2% | $79,858+131.8% |
| Participation rate | 26.3% | 72.5%-46.2pp | 76.0%-49.7pp | 69.6%-43.3pp |
| Annual return | 8.79% | 60.99%-52.2pp | 196.43%-187.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $718 | $1,960-63.4% | $2,689-73.3% | $2,471-70.9% |
| Participant deferral / active EE | $937 | $3,265-71.3% | $4,244-77.9% | $3,740-74.9% |
| Admin fee / account holder | $19,296 | $6,013+220.9% | $6,642+190.5% | $5,306+263.6% |