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 | $154,899 | $109,881+41.0% | $150,045+3.2% | $84,808+82.6% |
| Participation rate | 38.2% | 76.1%-37.9pp | 82.3%-44.1pp | 68.3%-30.1pp |
| Annual return | 12.41% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,909 | $6,636-56.2% | $7,997-63.6% | $4,212-30.9% |
| Admin fee / account holder | $52,626 | $8,568+514.2% | $13,435+291.7% | $7,344+616.6% |