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 | $43,740 | $81,208-46.1% | $98,907-55.8% | $79,858-45.2% |
| Participation rate | 25.0% | 72.5%-47.5pp | 76.0%-51.0pp | 69.6%-44.6pp |
| Annual return | 9.09% | 60.99%-51.9pp | 196.43%-187.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $358 | $1,960-81.7% | $2,689-86.7% | $2,471-85.5% |
| Participant deferral / active EE | $1,439 | $3,265-55.9% | $4,244-66.1% | $3,740-61.5% |
| Admin fee / account holder | $569 | $6,013-90.5% | $6,642-91.4% | $5,306-89.3% |