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 | $113,015 | $70,428+60.5% | $96,562+17.0% | $85,850+31.6% |
| Participation rate | 36.1% | 61.8%-25.7pp | 69.8%-33.7pp | 69.3%-33.2pp |
| Annual return | 9.23% | 18.59%-9.4pp | 37.78%-28.6pp | 318.53%-309.3pp |
| Employer contribution / active EE | $679 | $1,413-51.9% | $2,356-71.2% | $2,565-73.5% |
| Participant deferral / active EE | $1,263 | $2,894-56.3% | $3,849-67.2% | $3,952-68.0% |
| Admin fee / account holder | $2,158 | $4,997-56.8% | $6,181-65.1% | $6,260-65.5% |