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 3-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 | $54,487 | $74,927-27.3% | $101,794-46.5% | $84,808-35.8% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.2%-40.6pp | 68.3%-39.7pp |
| Annual return | 11.25% | 18.70%-7.5pp | 30.53%-19.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $180 | $1,522-88.2% | $2,289-92.1% | $2,631-93.2% |
| Participant deferral / active EE | $1,486 | $3,099-52.1% | $4,084-63.6% | $4,212-64.7% |
| Admin fee / account holder | $1,744 | $6,514-73.2% | $8,777-80.1% | $7,344-76.3% |