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 | $75,082 | $95,803-21.6% | $113,168-33.7% | $84,808-11.5% |
| Participation rate | 58.8% | 72.9%-14.0pp | 76.6%-17.7pp | 68.3%-9.5pp |
| Annual return | 9.86% | 25.00%-15.1pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $486 | $2,360-79.4% | $2,975-83.7% | $2,631-81.5% |
| Participant deferral / active EE | $5,589 | $4,242+31.8% | $5,107+9.4% | $4,212+32.7% |
| Admin fee / account holder | $8,883 | $8,989-1.2% | $12,068-26.4% | $7,344+21.0% |