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 | $54,144 | $117,983-54.1% | $101,794-46.8% | $142,382-62.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 6.57% | 36.92%-30.3pp | 30.53%-24.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $225 | $2,773-91.9% | $2,289-90.2% | $4,299-94.8% |
| Participant deferral / active EE | $4,333 | $4,714-8.1% | $4,084+6.1% | $6,507-33.4% |
| Admin fee / account holder | $3,207 | $10,433-69.3% | $8,777-63.5% | $12,624-74.6% |