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 | $73,047 | $92,985-21.4% | $153,485-52.4% | $80,856-9.7% |
| Participation rate | 53.8% | 69.0%-15.1pp | 77.1%-23.2pp | 67.6%-13.8pp |
| Annual return | 7.99% | 19.95%-12.0pp | 15.65%-7.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $524 | $3,507-85.1% | $5,039-89.6% | $2,755-81.0% |
| Participant deferral / active EE | $2,096 | $5,178-59.5% | $6,757-69.0% | $4,296-51.2% |
| Admin fee / account holder | $8,935 | $8,880+0.6% | $12,724-29.8% | $6,918+29.2% |