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 | $65,593 | $89,753-26.9% | $107,525-39.0% | $84,808-22.7% |
| Participation rate | 36.8% | 68.1%-31.2pp | 75.1%-38.2pp | 68.3%-31.5pp |
| Annual return | 11.50% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $639 | $3,113-79.5% | $3,754-83.0% | $2,631-75.7% |
| Participant deferral / active EE | $2,871 | $4,056-29.2% | $5,116-43.9% | $4,212-31.8% |
| Admin fee / account holder | $8,033 | $7,222+11.2% | $8,919-9.9% | $7,344+9.4% |