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 | $26,543 | $80,673-67.1% | $101,326-73.8% | $84,808-68.7% |
| Participation rate | 35.9% | 77.8%-41.9pp | 81.5%-45.6pp | 68.3%-32.4pp |
| Annual return | 11.72% | 38.95%-27.2pp | 36.82%-25.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $99 | $2,698-96.3% | $3,665-97.3% | $2,631-96.2% |
| Participant deferral / active EE | $555 | $6,840-91.9% | $7,994-93.1% | $4,212-86.8% |
| Admin fee / account holder | $858 | $12,784-93.3% | $11,185-92.3% | $7,344-88.3% |