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 | $59,292 | $59,101+0.3% | $77,163-23.2% | $75,163-21.1% |
| Participation rate | 64.4% | 63.9%+0.5pp | 69.6%-5.2pp | 67.2%-2.8pp |
| Annual return | 10.00% | 26.71%-16.7pp | 37.87%-27.9pp | 160.62%-150.6pp |
| Employer contribution / active EE | $117 | $1,995-94.2% | $2,535-95.4% | $2,670-95.6% |
| Participant deferral / active EE | $2,398 | $2,999-20.1% | $3,833-37.5% | $4,125-41.9% |
| Admin fee / account holder | $5,543 | $4,774+16.1% | $5,472+1.3% | $5,651-1.9% |