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 | $81,701 | $73,933+10.5% | $96,683-15.5% | $75,163+8.7% |
| Participation rate | 46.2% | 66.4%-20.3pp | 74.3%-28.2pp | 67.2%-21.0pp |
| Annual return | 9.52% | 26.70%-17.2pp | 35.69%-26.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $250 | $2,928-91.4% | $3,737-93.3% | $2,670-90.6% |
| Participant deferral / active EE | $2,000 | $3,659-45.3% | $4,878-59.0% | $4,125-51.5% |
| Admin fee / account holder | $6,870 | $5,216+31.7% | $6,730+2.1% | $5,651+21.6% |