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 | $44,766 | $62,586-28.5% | $76,768-41.7% | $64,186-30.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -9.93% | -1.95%-8.0pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $390 | $1,832-78.7% | $2,485-84.3% | $2,381-83.6% |
| Participant deferral / active EE | $2,251 | $3,145-28.4% | $3,852-41.6% | $3,470-35.1% |
| Admin fee / account holder | $5,148 | $4,667+10.3% | $6,675-22.9% | $4,888+5.3% |