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 | $177,760 | $109,881+61.8% | $150,045+18.5% | $84,808+109.6% |
| Participation rate | 37.2% | 76.1%-38.9pp | 82.3%-45.1pp | 68.3%-31.1pp |
| Annual return | 13.12% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $690 | $3,561-80.6% | $4,693-85.3% | $2,631-73.8% |
| Participant deferral / active EE | $2,865 | $6,636-56.8% | $7,997-64.2% | $4,212-32.0% |
| Admin fee / account holder | $2,678 | $8,568-68.7% | $13,435-80.1% | $7,344-63.5% |