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 | $25,074 | $56,317-55.5% | $71,209-64.8% | $74,304-66.3% |
| Participation rate | 34.7% | 55.1%-20.4pp | 73.8%-39.0pp | 60.3%-25.6pp |
| Annual return | 5.87% | 42.83%-37.0pp | 282.51%-276.6pp | 29.43%-23.6pp |
| Employer contribution / active EE | $138 | $2,160-93.6% | $2,721-94.9% | $2,241-93.8% |
| Participant deferral / active EE | $890 | $2,788-68.1% | $4,175-78.7% | $3,767-76.4% |
| Admin fee / account holder | $1,031 | $2,290-55.0% | $5,349-80.7% | $2,969-65.3% |