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 | $44,842 | $60,892-26.4% | $82,389-45.6% | $84,808-47.1% |
| Participation rate | 35.4% | 63.3%-27.9pp | 69.5%-34.1pp | 68.3%-32.9pp |
| Annual return | 12.17% | 37.29%-25.1pp | 28.67%-16.5pp | 40.90%-28.7pp |
| Employer contribution / active EE | $319 | $1,779-82.1% | $2,517-87.3% | $2,631-87.9% |
| Participant deferral / active EE | $1,541 | $3,179-51.5% | $4,155-62.9% | $4,212-63.4% |
| Admin fee / account holder | $3,201 | $5,467-41.4% | $7,231-55.7% | $7,344-56.4% |