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 | $24,082 | $89,355-73.0% | $141,162-82.9% | $72,985-67.0% |
| Participation rate | 30.0% | 75.1%-45.1pp | 82.5%-52.5pp | 69.5%-39.5pp |
| Annual return | 14.21% | 111.85%-97.6pp | 71.39%-57.2pp | 81.00%-66.8pp |
| Employer contribution / active EE | $577 | $3,114-81.5% | $4,735-87.8% | $2,440-76.3% |
| Participant deferral / active EE | $3,655 | $5,418-32.5% | $6,709-45.5% | $3,607+1.3% |
| Admin fee / account holder | $2,319 | $5,958-61.1% | $10,261-77.4% | $5,124-54.7% |