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 | $153,159 | $98,750+55.1% | $149,696+2.3% | $79,858+91.8% |
| Participation rate | 31.3% | 75.8%-44.5pp | 82.5%-51.2pp | 69.6%-38.4pp |
| Annual return | 6.81% | 27.43%-20.6pp | 276.60%-269.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,072 | $5,680-28.3% | $6,842-40.5% | $3,740+8.9% |
| Admin fee / account holder | $24,769 | $6,053+309.2% | $9,309+166.1% | $5,306+366.8% |