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 | $26,117 | $57,831-54.8% | $82,389-68.3% | $85,563-69.5% |
| Participation rate | 13.6% | 55.0%-41.4pp | 69.5%-55.9pp | 66.0%-52.3pp |
| Annual return | 9.32% | 17.86%-8.5pp | 28.67%-19.3pp | 31.51%-22.2pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $654 | $3,118-79.0% | $4,155-84.2% | $4,375-85.0% |
| Admin fee / account holder | $4,086 | $1,391+193.7% | $7,231-43.5% | $834+389.9% |