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 | $108,534 | $61,605+76.2% | $112,229-3.3% | $75,163+44.4% |
| Participation rate | 64.3% | 61.7%+2.6pp | 72.4%-8.1pp | 67.2%-2.9pp |
| Annual return | 3.94% | 28.47%-24.5pp | 30.20%-26.3pp | 160.62%-156.7pp |
| Employer contribution / active EE | $206 | $2,015-89.8% | $3,430-94.0% | $2,670-92.3% |
| Participant deferral / active EE | $3,236 | $3,108+4.1% | $4,798-32.6% | $4,125-21.6% |
| Admin fee / account holder | $3,837 | $4,862-21.1% | $7,748-50.5% | $5,651-32.1% |