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 | $23,609 | $51,576-54.2% | $129,207-81.7% | $80,856-70.8% |
| Participation rate | 43.2% | 57.0%-13.8pp | 69.6%-26.4pp | 67.6%-24.5pp |
| Annual return | 7.69% | 20.81%-13.1pp | 9417.33%-9409.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $209 | $1,584-86.8% | $4,153-95.0% | $2,755-92.4% |
| Participant deferral / active EE | $1,356 | $2,669-49.2% | $4,168-67.5% | $4,296-68.4% |
| Admin fee / account holder | $1,247 | $4,305-71.0% | $7,715-83.8% | $6,918-82.0% |