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 | $74,457 | $101,724-26.8% | $164,813-54.8% | $80,856-7.9% |
| Participation rate | 53.2% | 71.8%-18.6pp | 78.6%-25.4pp | 67.6%-14.4pp |
| Annual return | 10.50% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $375 | $2,953-87.3% | $4,341-91.4% | $2,755-86.4% |
| Participant deferral / active EE | $2,751 | $4,477-38.5% | $6,031-54.4% | $4,296-36.0% |
| Admin fee / account holder | $1,491 | $8,227-81.9% | $12,690-88.2% | $6,918-78.4% |