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 | $178,765 | $109,881+62.7% | $150,045+19.1% | $84,808+110.8% |
| Participation rate | 53.3% | 76.1%-22.8pp | 82.3%-29.0pp | 68.3%-15.0pp |
| Annual return | 12.49% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $541 | $3,561-84.8% | $4,693-88.5% | $2,631-79.4% |
| Participant deferral / active EE | $3,905 | $6,636-41.2% | $7,997-51.2% | $4,212-7.3% |
| Admin fee / account holder | $2,942 | $8,568-65.7% | $13,435-78.1% | $7,344-59.9% |