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 | $41,731 | $64,348-35.1% | $90,160-53.7% | $70,131-40.5% |
| Participation rate | 34.6% | 70.4%-35.8pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 14.13% | 28.13%-14.0pp | 34.88%-20.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,252 | $4,389-48.7% | $5,288-57.4% | $3,332-32.4% |
| Admin fee / account holder | $3,211 | $3,944-18.6% | $5,943-46.0% | $4,645-30.9% |