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 | $41,722 | $109,881-62.0% | $150,045-72.2% | $84,808-50.8% |
| Participation rate | 44.7% | 76.1%-31.3pp | 82.3%-37.6pp | 68.3%-23.6pp |
| Annual return | 13.72% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $865 | $3,561-75.7% | $4,693-81.6% | $2,631-67.1% |
| Participant deferral / active EE | $1,685 | $6,636-74.6% | $7,997-78.9% | $4,212-60.0% |
| Admin fee / account holder | $2,946 | $8,568-65.6% | $13,435-78.1% | $7,344-59.9% |