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 7-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.
Participant 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 | $41,731 | $63,355-34.1% | $91,989-54.6% | $72,985-42.8% |
| Participation rate | 64.5% | 72.5%-8.0pp | 78.6%-14.1pp | 69.5%-5.0pp |
| Annual return | 19.08% | 35.35%-16.3pp | 69.02%-49.9pp | 81.00%-61.9pp |
| Employer contribution / active EE | $540 | $2,116-74.5% | $3,452-84.4% | $2,440-77.9% |
| Participant deferral / active EE | $1,949 | $4,883-60.1% | $5,923-67.1% | $3,607-46.0% |
| Admin fee / account holder | $872 | $4,668-81.3% | $7,743-88.7% | $5,124-83.0% |