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 | $51,457 | $64,480-20.2% | $81,382-36.8% | $80,856-36.4% |
| Participation rate | 61.5% | 63.9%-2.3pp | 69.5%-7.9pp | 67.6%-6.1pp |
| Annual return | 5.73% | 16.34%-10.6pp | 24.73%-19.0pp | 35.59%-29.9pp |
| Employer contribution / active EE | $572 | $1,978-71.1% | $2,463-76.8% | $2,755-79.3% |
| Participant deferral / active EE | $903 | $3,094-70.8% | $3,883-76.8% | $4,296-79.0% |
| Admin fee / account holder | $1,348 | $5,671-76.2% | $5,768-76.6% | $6,918-80.5% |