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 5-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 | $36,662 | $159,602-77.0% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.3%-40.7pp | 80.1%-38.5pp |
| Annual return | 8.68% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $605 | $4,961-87.8% | $4,693-87.1% | $4,299-85.9% |
| Participant deferral / active EE | $3,034 | $8,310-63.5% | $7,997-62.1% | $6,507-53.4% |
| Admin fee / account holder | $7,253 | $14,846-51.1% | $13,435-46.0% | $12,624-42.5% |