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 | $100,739 | $49,922+101.8% | $80,569+25.0% | $75,163+34.0% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 9.21% | 34.69%-25.5pp | 935.43%-926.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $816 | $2,990-72.7% | $4,447-81.7% | $4,125-80.2% |
| Admin fee / account holder | $1,694 | $3,577-52.6% | $5,377-68.5% | $5,651-70.0% |