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 | $63,569 | $53,822+18.1% | $75,696-16.0% | $85,850-26.0% |
| Participation rate | 46.8% | 69.1%-22.3pp | 74.8%-28.1pp | 69.3%-22.5pp |
| Annual return | 9.35% | 24.54%-15.2pp | 104.53%-95.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,071 | $2,895+6.1% | $3,821-19.6% | $3,952-22.3% |
| Admin fee / account holder | $1,985 | $3,343-40.6% | $3,619-45.1% | $6,260-68.3% |