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 | $94,114 | $98,463-4.4% | $119,258-21.1% | $85,850+9.6% |
| Participation rate | 69.4% | 77.6%-8.2pp | 82.7%-13.3pp | 69.3%+0.1pp |
| Annual return | 10.90% | 38.53%-27.6pp | 30.69%-19.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $781 | $3,698-78.9% | $4,384-82.2% | $2,565-69.6% |
| Participant deferral / active EE | $3,549 | $4,942-28.2% | $6,111-41.9% | $3,952-10.2% |
| Admin fee / account holder | $602 | $7,493-92.0% | $7,226-91.7% | $6,260-90.4% |