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 | $58,917 | $89,753-34.4% | $107,525-45.2% | $84,808-30.5% |
| Participation rate | 63.5% | 68.1%-4.6pp | 75.1%-11.6pp | 68.3%-4.8pp |
| Annual return | 11.41% | 29.48%-18.1pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $6,718 | $3,113+115.8% | $3,754+79.0% | $2,631+155.4% |
| Participant deferral / active EE | $686 | $4,056-83.1% | $5,116-86.6% | $4,212-83.7% |
| Admin fee / account holder | $2,642 | $7,222-63.4% | $8,919-70.4% | $7,344-64.0% |