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.
Participant 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 | $41,588 | $80,717-48.5% | $154,803-73.1% | $84,808-51.0% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 10.28% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $929 | $2,761-66.4% | $4,305-78.4% | $2,631-64.7% |
| Participant deferral / active EE | $566 | $3,303-82.9% | $5,540-89.8% | $4,212-86.6% |
| Admin fee / account holder | $4,022 | $6,746-40.4% | $14,329-71.9% | $7,344-45.2% |