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 | $48,924 | $59,097-17.2% | $82,389-40.6% | $74,304-34.2% |
| Participation rate | 47.3% | 52.8%-5.5pp | 69.5%-22.3pp | 60.3%-13.1pp |
| Annual return | 13.02% | 22.85%-9.8pp | 28.67%-15.6pp | 29.43%-16.4pp |
| Employer contribution / active EE | $249 | $1,601-84.5% | $2,517-90.1% | $2,241-88.9% |
| Participant deferral / active EE | $1,103 | $2,775-60.3% | $4,155-73.5% | $3,767-70.7% |
| Admin fee / account holder | $1,499 | $4,489-66.6% | $7,231-79.3% | $2,969-49.5% |