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 | $39,052 | $80,724-51.6% | $103,333-62.2% | $74,495-47.6% |
| Participation rate | 29.0% | 65.7%-36.7pp | 74.5%-45.5pp | 67.2%-38.2pp |
| Annual return | 7.03% | 27.56%-20.5pp | 24.88%-17.9pp | 1364.94%-1357.9pp |
| Employer contribution / active EE | $190 | $3,157-94.0% | $3,868-95.1% | $2,623-92.7% |
| Participant deferral / active EE | $1,744 | $3,860-54.8% | $5,057-65.5% | $4,346-59.9% |
| Admin fee / account holder | $4,014 | $2,368+69.5% | $8,355-52.0% | $1,942+106.7% |