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 | $63,354 | $102,317-38.1% | $146,958-56.9% | $80,856-21.6% |
| Participation rate | 48.8% | 75.8%-27.1pp | 82.2%-33.4pp | 67.6%-18.9pp |
| Annual return | 11.47% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $676 | $3,713-81.8% | $4,933-86.3% | $2,755-75.5% |
| Participant deferral / active EE | $3,170 | $6,644-52.3% | $8,070-60.7% | $4,296-26.2% |
| Admin fee / account holder | $4,013 | $7,941-49.5% | $12,998-69.1% | $6,918-42.0% |