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 | $118,718 | $202,318-41.3% | $172,739-31.3% | $152,861-22.3% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 9.59% | 1029.65%-1020.1pp | 802.84%-793.3pp | 345.32%-335.7pp |
| Employer contribution / active EE | $937 | $5,856-84.0% | $5,143-81.8% | $4,762-80.3% |
| Participant deferral / active EE | $3,835 | $5,948-35.5% | $5,198-26.2% | $5,850-34.4% |
| Admin fee / account holder | $405 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |