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 | $43,017 | $78,705-45.3% | $117,854-63.5% | $70,131-38.7% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 10.00% | 23.30%-13.3pp | 335.08%-325.1pp | 73.14%-63.1pp |
| Employer contribution / active EE | $280 | $2,223-87.4% | $3,786-92.6% | $2,342-88.0% |
| Participant deferral / active EE | $2,927 | $3,297-11.2% | $4,482-34.7% | $3,332-12.1% |
| Admin fee / account holder | $469 | $5,065-90.7% | $8,020-94.1% | $4,645-89.9% |