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 | $57,368 | $64,348-10.8% | $90,160-36.4% | $70,131-18.2% |
| Participation rate | 45.4% | 70.4%-25.1pp | 76.9%-31.5pp | 69.5%-24.2pp |
| Annual return | 13.84% | 28.13%-14.3pp | 34.88%-21.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $33 | $2,046-98.4% | $3,318-99.0% | $2,342-98.6% |
| Participant deferral / active EE | $3,566 | $4,389-18.7% | $5,288-32.6% | $3,332+7.0% |
| Admin fee / account holder | $766 | $3,944-80.6% | $5,943-87.1% | $4,645-83.5% |