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 3-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 | $60,736 | $99,918-39.2% | $81,382-25.4% | $145,922-58.4% |
| Participation rate | 52.9% | 74.2%-21.2pp | 69.5%-16.5pp | 80.3%-27.3pp |
| Annual return | 6.56% | 34.32%-27.8pp | 24.73%-18.2pp | 561.29%-554.7pp |
| Employer contribution / active EE | $129 | $2,978-95.7% | $2,463-94.8% | $4,660-97.2% |
| Participant deferral / active EE | $1,846 | $4,605-59.9% | $3,883-52.5% | $6,688-72.4% |
| Admin fee / account holder | $6,480 | $8,212-21.1% | $5,768+12.3% | $13,397-51.6% |