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.
Participant 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 | $39,195 | $76,552-48.8% | $123,892-68.4% | $62,891-37.7% |
| Participation rate | 22.5% | 73.0%-50.5pp | 81.4%-58.9pp | 69.3%-46.8pp |
| Annual return | 2.63% | 18.68%-16.0pp | 47.52%-44.9pp | 20.14%-17.5pp |
| Employer contribution / active EE | $468 | $2,883-83.8% | $4,617-89.9% | $2,281-79.5% |
| Participant deferral / active EE | $899 | $4,840-81.4% | $5,984-85.0% | $3,203-71.9% |
| Admin fee / account holder | $2,088 | $4,826-56.7% | $8,357-75.0% | $4,296-51.4% |