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.
Participant 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 | $106,769 | $88,634+20.5% | $101,326+5.4% | $74,304+43.7% |
| Participation rate | 20.1% | 76.9%-56.7pp | 81.5%-61.3pp | 60.3%-40.2pp |
| Annual return | 8.86% | 33.10%-24.2pp | 36.82%-28.0pp | 29.43%-20.6pp |
| Employer contribution / active EE | $767 | $2,930-73.8% | $3,665-79.1% | $2,241-65.8% |
| Participant deferral / active EE | $1,240 | $7,322-83.1% | $7,994-84.5% | $3,767-67.1% |
| Admin fee / account holder | $763 | $2,425-68.5% | $11,185-93.2% | $2,969-74.3% |