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.
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 | $71,706 | $94,625-24.2% | $116,228-38.3% | $84,808-15.4% |
| Participation rate | 58.6% | 70.4%-11.8pp | 74.6%-15.9pp | 68.3%-9.7pp |
| Annual return | 11.54% | 20.40%-8.9pp | 90.06%-78.5pp | 40.90%-29.4pp |
| Employer contribution / active EE | $725 | $2,347-69.1% | $2,994-75.8% | $2,631-72.4% |
| Participant deferral / active EE | $1,494 | $3,972-62.4% | $4,953-69.8% | $4,212-64.5% |
| Admin fee / account holder | $6,014 | $10,091-40.4% | $11,989-49.8% | $7,344-18.1% |