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 | $25,357 | $84,233-69.9% | $170,442-85.1% | $70,131-63.8% |
| Participation rate | 45.1% | 70.8%-25.8pp | 83.6%-38.5pp | 69.5%-24.5pp |
| Annual return | -0.56% | 23.06%-23.6pp | 205.93%-206.5pp | 73.14%-73.7pp |
| Employer contribution / active EE | $366 | $3,387-89.2% | $5,433-93.3% | $2,342-84.4% |
| Participant deferral / active EE | $1,086 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $558 | $5,698-90.2% | $13,880-96.0% | $4,645-88.0% |