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 | $88,344 | $179,726-50.8% | $156,263-43.5% | $142,382-38.0% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.9%-10.2pp | 80.1%-11.4pp |
| Annual return | 5.61% | 77.86%-72.2pp | 59.47%-53.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $832 | $5,069-83.6% | $4,333-80.8% | $4,299-80.7% |
| Participant deferral / active EE | $2,448 | $6,956-64.8% | $6,158-60.3% | $6,507-62.4% |
| Admin fee / account holder | $29,085 | $17,272+68.4% | $14,255+104.0% | $12,624+130.4% |