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 | $25,403 | $60,022-57.7% | $88,946-71.4% | $84,808-70.0% |
| Participation rate | 55.6% | 57.8%-2.3pp | 68.8%-13.3pp | 68.3%-12.8pp |
| Annual return | 12.37% | 22.43%-10.1pp | 57.82%-45.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,829 | $3,114-41.3% | $4,581-60.1% | $4,212-56.6% |
| Admin fee / account holder | $933 | $4,811-80.6% | $8,261-88.7% | $7,344-87.3% |