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 4-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 | $7,401 | $80,717-90.8% | $154,803-95.2% | $84,808-91.3% |
| Participation rate | 64.1% | 66.8%-2.7pp | 78.1%-14.0pp | 68.3%-4.2pp |
| Annual return | 7.20% | 37.96%-30.8pp | 58.88%-51.7pp | 40.90%-33.7pp |
| Employer contribution / active EE | $203 | $2,761-92.6% | $4,305-95.3% | $2,631-92.3% |
| Participant deferral / active EE | $2,367 | $3,303-28.3% | $5,540-57.3% | $4,212-43.8% |
| Admin fee / account holder | $1,426 | $6,746-78.9% | $14,329-90.1% | $7,344-80.6% |