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 9-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 | $206,510 | $159,901+29.1% | $146,958+40.5% | $145,922+41.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 5.11% | 98.13%-93.0pp | 418.34%-413.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $862 | $5,286-83.7% | $4,933-82.5% | $4,660-81.5% |
| Participant deferral / active EE | $8,566 | $8,428+1.6% | $8,070+6.1% | $6,688+28.1% |
| Admin fee / account holder | $696 | $15,044-95.4% | $12,998-94.6% | $13,397-94.8% |