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 | $61,566 | $93,571-34.2% | $135,903-54.7% | $75,163-18.1% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 67.2%-15.2pp |
| Annual return | 13.74% | 30.90%-17.2pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $510 | $3,537-85.6% | $4,856-89.5% | $2,670-80.9% |
| Participant deferral / active EE | $2,970 | $6,404-53.6% | $7,758-61.7% | $4,125-28.0% |
| Admin fee / account holder | $5,715 | $6,975-18.1% | $10,762-46.9% | $5,651+1.1% |