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 | $42,855 | $109,881-61.0% | $150,045-71.4% | $84,808-49.5% |
| Participation rate | 52.9% | 76.1%-23.2pp | 82.3%-29.4pp | 68.3%-15.4pp |
| Annual return | 13.97% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $325 | $3,561-90.9% | $4,693-93.1% | $2,631-87.6% |
| Participant deferral / active EE | $3,002 | $6,636-54.8% | $7,997-62.5% | $4,212-28.7% |
| Admin fee / account holder | $7,089 | $8,568-17.3% | $13,435-47.2% | $7,344-3.5% |