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 | $84,124 | $74,927+12.3% | $101,794-17.4% | $84,808-0.8% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.2%-39.2pp | 68.3%-38.3pp |
| Annual return | 11.69% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $326 | $1,522-78.6% | $2,289-85.8% | $2,631-87.6% |
| Participant deferral / active EE | $1,959 | $3,099-36.8% | $4,084-52.0% | $4,212-53.5% |
| Admin fee / account holder | $4,061 | $6,514-37.7% | $8,777-53.7% | $7,344-44.7% |