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 | $170,270 | $102,317+66.4% | $146,958+15.9% | $80,856+110.6% |
| Participation rate | 31.3% | 75.8%-44.6pp | 82.2%-50.9pp | 67.6%-36.4pp |
| Annual return | 11.20% | 134.76%-123.6pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $851 | $3,713-77.1% | $4,933-82.8% | $2,755-69.1% |
| Participant deferral / active EE | $2,658 | $6,644-60.0% | $8,070-67.1% | $4,296-38.1% |
| Admin fee / account holder | $2,140 | $7,941-73.1% | $12,998-83.5% | $6,918-69.1% |