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 | $156,699 | $89,355+75.4% | $141,162+11.0% | $72,985+114.7% |
| Participation rate | 38.5% | 75.1%-36.7pp | 82.5%-44.0pp | 69.5%-31.0pp |
| Annual return | 3.15% | 111.85%-108.7pp | 71.39%-68.2pp | 81.00%-77.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,713 | $5,418-13.0% | $6,709-29.8% | $3,607+30.6% |
| Admin fee / account holder | $9,969 | $5,958+67.3% | $10,261-2.8% | $5,124+94.5% |