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 | $170,156 | $95,803+77.6% | $113,168+50.4% | $84,808+100.6% |
| Participation rate | 64.3% | 72.9%-8.6pp | 76.6%-12.3pp | 68.3%-4.0pp |
| Annual return | 12.13% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $257 | $2,360-89.1% | $2,975-91.4% | $2,631-90.2% |
| Participant deferral / active EE | $5,142 | $4,242+21.2% | $5,107+0.7% | $4,212+22.1% |
| Admin fee / account holder | $19,733 | $8,989+119.5% | $12,068+63.5% | $7,344+168.7% |