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 7-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 | $25,294 | $57,016-55.6% | $84,966-70.2% | $80,856-68.7% |
| Participation rate | 14.5% | 56.3%-41.9pp | 67.5%-53.0pp | 67.6%-53.2pp |
| Annual return | 3.14% | 21.66%-18.5pp | 66.38%-63.2pp | 35.59%-32.5pp |
| Employer contribution / active EE | $259 | $1,798-85.6% | $2,727-90.5% | $2,755-90.6% |
| Participant deferral / active EE | $1,058 | $3,110-66.0% | $4,519-76.6% | $4,296-75.4% |
| Admin fee / account holder | $4,193 | $4,980-15.8% | $6,149-31.8% | $6,918-39.4% |