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 | $37,005 | $77,314-52.1% | $177,989-79.2% | $80,856-54.2% |
| Participation rate | 41.8% | 65.7%-23.9pp | 77.1%-35.3pp | 67.6%-25.8pp |
| Annual return | 9.45% | 18.09%-8.6pp | 294.48%-285.0pp | 35.59%-26.1pp |
| Employer contribution / active EE | $292 | $2,292-87.2% | $3,949-92.6% | $2,755-89.4% |
| Participant deferral / active EE | $1,881 | $4,411-57.3% | $6,276-70.0% | $4,296-56.2% |
| Admin fee / account holder | $1,338 | $7,191-81.4% | $10,363-87.1% | $6,918-80.7% |