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 | $89,846 | $71,883+25.0% | $86,677+3.7% | $68,494+31.2% |
| Participation rate | 47.2% | 72.2%-25.0pp | 76.6%-29.4pp | 67.9%-20.7pp |
| Annual return | -20.49% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,906 | $3,779-23.1% | $4,656-37.6% | $4,027-27.9% |
| Admin fee / account holder | $2,536 | $6,112-58.5% | $7,493-66.2% | $5,403-53.1% |