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 | $49,869 | $81,208-38.6% | $98,907-49.6% | $79,858-37.6% |
| Participation rate | 58.0% | 72.5%-14.5pp | 76.0%-18.0pp | 69.6%-11.6pp |
| Annual return | 4.32% | 60.99%-56.7pp | 196.43%-192.1pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,807 | $3,265-44.7% | $4,244-57.4% | $3,740-51.7% |
| Admin fee / account holder | $498 | $6,013-91.7% | $6,642-92.5% | $5,306-90.6% |