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 | $144,336 | $59,839+141.2% | $81,983+76.1% | $79,858+80.7% |
| Participation rate | 21.4% | 61.6%-40.2pp | 69.2%-47.8pp | 69.6%-48.2pp |
| Annual return | 9.45% | 17.56%-8.1pp | 41.31%-31.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $102 | $1,713-94.1% | $2,498-95.9% | $2,471-95.9% |
| Participant deferral / active EE | $953 | $2,695-64.6% | $3,722-74.4% | $3,740-74.5% |
| Admin fee / account holder | $736 | $4,287-82.8% | $5,664-87.0% | $5,306-86.1% |