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 | $34,644 | $89,652-61.4% | $141,162-75.5% | $65,185-46.9% |
| Participation rate | 44.2% | 74.7%-30.5pp | 82.5%-38.2pp | 70.2%-26.0pp |
| Annual return | 19.04% | 32.79%-13.8pp | 71.39%-52.4pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,162 | $3,065-62.1% | $4,735-75.5% | $2,177-46.6% |
| Participant deferral / active EE | $2,374 | $5,691-58.3% | $6,709-64.6% | $3,514-32.4% |
| Admin fee / account holder | $10,517 | $569+1749.9% | $10,261+2.5% | $847+1141.6% |