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 | $158,264 | $86,929+82.1% | $102,423+54.5% | $80,856+95.7% |
| Participation rate | 51.3% | 72.4%-21.1pp | 76.5%-25.2pp | 67.6%-16.4pp |
| Annual return | 6.39% | 18.88%-12.5pp | 29.32%-22.9pp | 35.59%-29.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,066 | $4,118-49.8% | $5,053-59.1% | $4,296-51.9% |
| Admin fee / account holder | $3,443 | $8,049-57.2% | $9,451-63.6% | $6,918-50.2% |