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 | $91,581 | $71,050+28.9% | $93,606-2.2% | $80,856+13.3% |
| Participation rate | 37.8% | 60.4%-22.7pp | 68.7%-31.0pp | 67.6%-29.9pp |
| Annual return | 5.70% | 11.26%-5.6pp | 133.20%-127.5pp | 35.59%-29.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,953 | $4,034-51.6% | $4,411-55.7% | $4,296-54.5% |
| Admin fee / account holder | $4,114 | $6,945-40.8% | $8,285-50.3% | $6,918-40.5% |