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 | $53,854 | $62,127-13.3% | $81,382-33.8% | $74,495-27.7% |
| Participation rate | 44.3% | 64.0%-19.7pp | 69.5%-25.1pp | 67.2%-22.9pp |
| Annual return | 10.27% | 16.48%-6.2pp | 24.73%-14.5pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $94 | $1,882-95.0% | $2,463-96.2% | $2,623-96.4% |
| Participant deferral / active EE | $2,226 | $3,229-31.0% | $3,883-42.7% | $4,346-48.8% |
| Admin fee / account holder | $13,075 | $1,934+575.9% | $5,768+126.7% | $1,942+573.4% |