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 6-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 | $150,378 | $183,519-18.1% | $155,509-3.3% | $145,922+3.1% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 4.49% | 61.17%-56.7pp | 64.67%-60.2pp | 561.29%-556.8pp |
| Employer contribution / active EE | $719 | $5,313-86.5% | $4,672-84.6% | $4,660-84.6% |
| Participant deferral / active EE | $8,000 | $6,462+23.8% | $5,626+42.2% | $6,688+19.6% |
| Admin fee / account holder | $7,066 | $19,313-63.4% | $15,912-55.6% | $13,397-47.3% |