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 6-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 | $93,197 | $79,449+17.3% | $189,557-50.8% | $85,850+8.6% |
| Participation rate | 62.9% | 66.0%-3.1pp | 78.4%-15.6pp | 69.3%-6.5pp |
| Annual return | 10.61% | 18.45%-7.8pp | 64.17%-53.6pp | 318.53%-307.9pp |
| Employer contribution / active EE | $281 | $2,081-86.5% | $4,412-93.6% | $2,565-89.0% |
| Participant deferral / active EE | $3,466 | $4,051-14.5% | $6,174-43.9% | $3,952-12.3% |
| Admin fee / account holder | $3,875 | $5,377-27.9% | $9,807-60.5% | $6,260-38.1% |