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 | $43,590 | $54,541-20.1% | $78,778-44.7% | $70,131-37.8% |
| Participation rate | 59.5% | 60.8%-1.3pp | 69.2%-9.7pp | 69.5%-10.1pp |
| Annual return | 11.88% | 21.07%-9.2pp | 35.62%-23.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1 | $1,089-99.9% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,716 | $2,210-22.4% | $2,958-42.0% | $3,332-48.5% |
| Admin fee / account holder | $7,596 | $3,709+104.8% | $5,134+48.0% | $4,645+63.5% |