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 | $63,357 | $171,164-63.0% | $127,761-50.4% | $152,861-58.6% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.0%-14.3pp | 82.4%-17.7pp |
| Annual return | 12.00% | 23.54%-11.5pp | 26.14%-14.1pp | 345.32%-333.3pp |
| Employer contribution / active EE | $1,028 | $5,447-81.1% | $4,574-77.5% | $4,762-78.4% |
| Participant deferral / active EE | $3,309 | $7,038-53.0% | $6,021-45.1% | $5,850-43.4% |
| Admin fee / account holder | $1,894 | $14,530-87.0% | $9,395-79.8% | $11,596-83.7% |