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 | $82,444 | $63,346+30.1% | $92,233-10.6% | $70,131+17.6% |
| Participation rate | 55.2% | 68.7%-13.5pp | 76.5%-21.3pp | 69.5%-14.4pp |
| Annual return | 10.83% | 530.12%-519.3pp | 176.28%-165.4pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,507 | $2,854-47.2% | $3,897-61.3% | $3,332-54.8% |
| Admin fee / account holder | $5,456 | $3,840+42.1% | $5,194+5.0% | $4,645+17.4% |