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 | $69,927 | $65,561+6.7% | $91,541-23.6% | $74,304-5.9% |
| Participation rate | 42.5% | 56.6%-14.1pp | 69.8%-27.3pp | 60.3%-17.8pp |
| Annual return | 11.97% | 17.68%-5.7pp | 20.50%-8.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $98 | $1,717-94.3% | $2,505-96.1% | $2,241-95.6% |
| Participant deferral / active EE | $2,099 | $2,918-28.1% | $4,008-47.6% | $3,767-44.3% |
| Admin fee / account holder | $8,747 | $3,333+162.5% | $6,956+25.7% | $2,969+194.6% |