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 | $26,020 | $77,899-66.6% | $149,673-82.6% | $75,163-65.4% |
| Participation rate | 41.5% | 65.6%-24.0pp | 78.8%-37.2pp | 67.2%-25.7pp |
| Annual return | 12.27% | 31.72%-19.5pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $228 | $3,137-92.7% | $4,818-95.3% | $2,670-91.5% |
| Participant deferral / active EE | $896 | $3,411-73.7% | $5,680-84.2% | $4,125-78.3% |
| Admin fee / account holder | $1,446 | $5,956-75.7% | $13,210-89.1% | $5,651-74.4% |