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 | $45,463 | $50,982-10.8% | $154,803-70.6% | $85,563-46.9% |
| Participation rate | 21.1% | 59.8%-38.6pp | 78.1%-56.9pp | 66.0%-44.8pp |
| Annual return | 10.48% | 30.35%-19.9pp | 58.88%-48.4pp | 31.51%-21.0pp |
| Employer contribution / active EE | $166 | $1,708-90.3% | $4,305-96.1% | $2,654-93.7% |
| Participant deferral / active EE | $669 | $2,474-73.0% | $5,540-87.9% | $4,375-84.7% |
| Admin fee / account holder | $1,104 | $846+30.5% | $14,329-92.3% | $834+32.4% |