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 | $104,970 | $127,777-17.8% | $106,548-1.5% | $167,490-37.3% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.5pp |
| Annual return | 7.20% | 33.87%-26.7pp | 26.80%-19.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,904 | $5,087-42.9% | $4,398-34.0% | $6,341-54.2% |
| Admin fee / account holder | $1,507 | $11,228-86.6% | $7,407-79.6% | $12,309-87.8% |