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 | $77,347 | $76,050+1.7% | $96,544-19.9% | $71,457+8.2% |
| Participation rate | 12.7% | 74.4%-61.7pp | 76.0%-63.3pp | 67.9%-55.2pp |
| Annual return | 11.55% | 22.81%-11.3pp | 25.84%-14.3pp | 28.85%-17.3pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $645 | $4,215-84.7% | $4,851-86.7% | $4,289-85.0% |
| Admin fee / account holder | $5,709 | $2,707+110.9% | $8,252-30.8% | $1,587+259.6% |