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 | $35,266 | $49,915-29.3% | $154,803-77.2% | $74,304-52.5% |
| Participation rate | 22.5% | 54.0%-31.4pp | 78.1%-55.5pp | 60.3%-37.8pp |
| Annual return | 7.37% | 34.06%-26.7pp | 58.88%-51.5pp | 29.43%-22.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,768 | $2,255-21.6% | $5,540-68.1% | $3,767-53.1% |
| Admin fee / account holder | $8,456 | $2,189+286.3% | $14,329-41.0% | $2,969+184.8% |