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 6-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 | $10,024 | $49,915-79.9% | $154,803-93.5% | $74,304-86.5% |
| Participation rate | 35.5% | 54.0%-18.4pp | 78.1%-42.6pp | 60.3%-24.8pp |
| Annual return | 10.53% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.9pp |
| Employer contribution / active EE | $216 | $1,611-86.6% | $4,305-95.0% | $2,241-90.4% |
| Participant deferral / active EE | $1,039 | $2,255-53.9% | $5,540-81.2% | $3,767-72.4% |
| Admin fee / account holder | $4,078 | $2,189+86.3% | $14,329-71.5% | $2,969+37.3% |