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 9-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 | $132,592 | $78,672+68.5% | $109,143+21.5% | $85,850+54.4% |
| Participation rate | 65.5% | 68.3%-2.8pp | 75.9%-10.4pp | 69.3%-3.8pp |
| Annual return | 11.09% | 25.09%-14.0pp | 25.75%-14.7pp | 318.53%-307.4pp |
| Employer contribution / active EE | $15,552 | $2,735+468.7% | $3,722+317.9% | $2,565+506.3% |
| Participant deferral / active EE | $1,053 | $3,467-69.6% | $4,653-77.4% | $3,952-73.3% |
| Admin fee / account holder | $41,802 | $5,469+664.3% | $6,752+519.1% | $6,260+567.8% |