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 | $44,736 | $86,944-48.5% | $107,525-58.4% | $74,304-39.8% |
| Participation rate | 31.2% | 59.6%-28.3pp | 75.1%-43.9pp | 60.3%-29.1pp |
| Annual return | 11.32% | 23.52%-12.2pp | 181.32%-170.0pp | 29.43%-18.1pp |
| Employer contribution / active EE | $206 | $2,757-92.5% | $3,754-94.5% | $2,241-90.8% |
| Participant deferral / active EE | $1,633 | $3,554-54.0% | $5,116-68.1% | $3,767-56.6% |
| Admin fee / account holder | $1,505 | $3,727-59.6% | $8,919-83.1% | $2,969-49.3% |