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 | $92,908 | $103,376-10.1% | $87,100+6.7% | $152,861-39.2% |
| Participation rate | 28.6% | 79.3%-50.8pp | 76.9%-48.3pp | 82.4%-53.9pp |
| Annual return | 4.29% | 28.10%-23.8pp | 28.19%-23.9pp | 345.32%-341.0pp |
| Employer contribution / active EE | $791 | $3,220-75.4% | $2,521-68.6% | $4,762-83.4% |
| Participant deferral / active EE | $1,487 | $4,778-68.9% | $4,049-63.3% | $5,850-74.6% |
| Admin fee / account holder | $1,569 | $12,205-87.1% | $7,497-79.1% | $11,596-86.5% |