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 | $80,880 | $86,286-6.3% | $111,297-27.3% | $85,850-5.8% |
| Participation rate | 53.2% | 73.3%-20.1pp | 77.3%-24.1pp | 69.3%-16.1pp |
| Annual return | 10.10% | 19.99%-9.9pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $407 | $2,043-80.1% | $2,731-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $1,688 | $3,641-53.6% | $4,487-62.4% | $3,952-57.3% |
| Admin fee / account holder | $5,426 | $8,188-33.7% | $7,964-31.9% | $6,260-13.3% |